Vestpointe Wealth Management, LLC
Vestpointe Wealth Management, LLC is an SEC-registered wealth manager in Scottsdale, AZ with $165.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Vestpointe Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132591, SEC 801-122250, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $165.8M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 3
- Clients
- 116
- CRD
- 132591
- Ownership
- MCCABE, JOSEPH, IGNATIUS; MCCABE, MICHELE, MARIE
How much AUM does Vestpointe Wealth Management, LLC have?
Vestpointe Wealth Management, LLC reported $165.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Vestpointe Wealth Management, LLC?
Disclosed owners and executives of Vestpointe Wealth Management, LLC include MCCABE, JOSEPH, IGNATIUS, MCCABE, MICHELE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.