Vestpointe Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 5, 2026, reports $166M in regulatory assets under management, 3 employees, and 423 accounts.
Assets Under Management
$166M
Employees
3
Offices
--
Total Clients
116
Primary office
SCOTTSDALE, AZ
7373 E. DOUBLETREE RANCH RD., SUITE 175, SCOTTSDALE, AZ, United States
Top client segmentIndividuals represent 38.8% of total clients.
Top client categories% of clientsClients
1
Individuals
38.8%
45
2
HNWI
37.9%
44
3
Pension Plans
17.2%
20
4
Corporations
6.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 5, 2026
Discretionary92.2%
$153M
92% of total RAUM92.2%
Non-discretionary7.8%
$13M
8% of total RAUM7.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$166M
Total Accounts423
10Y AUM Change+$58M (+53.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee39:1
10Y Employee Change-3 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.