The VESTPOINTE WEALTH MANAGEMENT is a privately held investment adviser that advises $181.07mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. VESTPOINTE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 82.4% over the last 5-years.
The Group has been registered with the SEC for 4.91 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7373 E. DOUBLETREE RANCH RD. SUITE 175, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees decreased by 50% over the last 5-years.
Their $181.07mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 27 other accounts. Assets of High Net Worth Individuals clients own $103.7mn or 57.27% of Total Assets and Pension and Profit Sharing Plans-Private own $33.81mn or 18.67% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
VESTPOINTE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.