VESTPOINTE WEALTH MANAGEMENT, LLC

7373 E. Doubletree Ranch Rd.
Suite 175
Scottsdale, Arizona 85258
Tel: 602-212-1040

About VESTPOINTE WEALTH MANAGEMENT, LLC

VESTPOINTE WEALTH MANAGEMENT, LLC, formally registered with the SEC as VESTPOINTE WEALTH MANAGEMENT, LLC. The firm was established in 09/03/2021. They have over 1 offices throughout the country.

VESTPOINTE WEALTH MANAGEMENT, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $122,554,350 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132591
SEC#	801-122250
Assets Managed by Firm	$122,554,350
No. of Clients	462
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE ASSETS MONITORED)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	462	$122,554,350
Individuals (other than high net worth individuals)	39	$8,728,194
High net worth individuals	46	$76,927,242
Pension and profit sharing plans	17	$22,298,961
Corporations or other businesses	4	$14,599,953

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