Vestpointe Wealth Management, LLC
● SEC registered since 2021CRD 132591SEC# 801-122250Scottsdale, AZ
Ranks #5,343 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$165.8M
Fund GAV
$15.3M
Private funds
4
Employees
3
Accounts
423
Location
Scottsdale, AZ
Vestpointe Wealth Management, LLC assets under management
Vestpointe Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2021. It reports $165.8 million in regulatory assets under management and employs 3 people. Vestpointe Wealth Management, LLC manages 4 private funds with combined gross assets of $15.3 million, including Ex Jac, LLC. By regulatory assets, it ranks 5,343 of 6,004 private fund managers.
Vestpointe Wealth Management, LLC private funds
4 funds · $15.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ex Jac, LLC | Other Private | $7M | — |
| Ex Brid, LLC | Other Private | $6.5M | — |
| Nonex Jac, LLC | Other Private | $1M | — |
See all 4 funds — unlock the full record.
Join to unlock · $37/moVestpointe Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Ignatius McCabe Control | Member And President/Chief Compliance Officer | 50-75% | 2008 |
| Michele Marie McCabe Control | Member | 50-75% | 2016 |
Frequently asked questions
How much does Vestpointe Wealth Management, LLC manage?
Vestpointe Wealth Management, LLC reports $165.8 million in regulatory assets under management on its Form ADV.
How many private funds does Vestpointe Wealth Management, LLC manage?
Vestpointe Wealth Management, LLC manages 4 private funds with combined gross assets of $15.3 million.
How many employees does Vestpointe Wealth Management, LLC have?
Vestpointe Wealth Management, LLC reports 3 employees.
Where is Vestpointe Wealth Management, LLC located?
Vestpointe Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Does Vestpointe Wealth Management, LLC disclose fund performance?
Vestpointe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7373 E. Doubletree Ranch Rd., Suite 175, Scottsdale, AZ 85258 |
| Phone | 602-212-1040 |
| Fax | 602-212-1041 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.8M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
AUM vs fund managersTop 89%
Larger than 11% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$165.8Mregulatory AUM
Discretionary $152.9MNon-discretionary $12.9M
Service providers
Custodian
Administrator