Overview
Assets Under Management: $166 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 44
Average Client Assets: $2.4 million
Frequently Asked Questions
VESTPOINTE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132591), VESTPOINTE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VESTPOINTE WEALTH MANAGEMENT, LLC is headquartered in SCOTTSDALE, AZ.
VESTPOINTE WEALTH MANAGEMENT, LLC serves 44 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, VESTPOINTE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VESTPOINTE WEALTH MANAGEMENT, LLC manages $166 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, VESTPOINTE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.56%
Average Client Assets: $2.4 million
Total Client Accounts: 423
Discretionary Accounts: 395
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 132591
Filing ID: 2058642
Last Filing Date: 2026-03-05 14:43:45