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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vestpointe Wealth Management LLC
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|---|---|
| CRD # | 132591 |
| SEC # | 801-122250 |
| CIK # | |
| AUM | $134.4 M (2025-04-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 602-212-1040 |
| Address | 7373 E Doubletree Ranch Rd Scottsdale, AZ 85258 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | EX BRID LLC | 2021-08-04 | 6.1 | |
| Other | EX JAC LLC | 2021-08-04 | 6.4 | |
| Other | Nonex BRID LLC | 2021-08-04 | 1.1 | |
| Other | Nonex JAC LLC | 2021-08-04 | 1.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 8.3 |
| (b) Individuals (high net worth individuals) | 46 | 81.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 28.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 16.2 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 134.4 |
| By Discretionary | ||
| Discretionary | 402 | 124.1 |
| Non-Discretionary | 27 | 10.4 |
| Total | 429 | 134.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 133.6 | |
| Total | 429 | 134.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lockerman Financial Group Inc
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|
CA | 0.1 |
|
Evolution Wealth Management Inc
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|
FL | 0.1 |
|
W & S Management Services Inc
✚
|
NY | 0.1 |
|
Marathon Wealth Management Inc
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|
NY | 0.1 |
|
Gervais Capital Management LLC
✚
|
WY | 0.1 |
|
Mindoro Capital Partners LLC
✚
|
MA | 0.1 |
|
Forest Capital Operating Company LLC
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|
NC | 0.1 |
|
Foundry Wealth Advisors LLC
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|
MD | 0.1 |
|
Kestrel Wealth Management LLC
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|
IN | 0.1 |
|
Hanseatic Management Services Inc
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|
NM | 0.1 |