VESTPOINTE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$165,758,121
Discretionary
$152,889,626
Non-discretionary
$12,868,495
Firm details
- CRD number
- 132591
- SEC file number
- 801-122250
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://X.COM/VESTPOINTE
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.