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Home > Retirement Planners > arizona > scottsdale > VESTPOINTE WEALTH MANAGEMENT, LLC
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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