VESTPOINTE WEALTH MANAGEMENT, LLC
CRD #132591 SEC #801-122250 SCOTTSDALE, AZ 602-212-1040
SEC Registered Private Funds
Total AUM
$134.4M
Discretionary
$124.1M
Employees
3
Clients
0
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $134.4M | $124.1M | $10.4M | 3 | 0 |
| Mar 2025 | $134.4M | $124.1M | $10.4M | 3 | 0 |
| Mar 2024 | $122.6M | $114.3M | $8.3M | 3 | 0 |
| Mar 2023 | $105.8M | $97.4M | $8.5M | 3 | 3 |
| Nov 2022 | $122M | $110.4M | $11.6M | 3 | 2 |
| Mar 2022 | $122M | $110.4M | $11.6M | 3 | 2 |
| Aug 2021 | $108M | $106.5M | $1.5M | 6 | 3 |
DateApr 2025
Total AUM$134.4M
Discretionary$124.1M
Non-Disc.$10.4M
Employees3
Clients0
DateMar 2025
Total AUM$134.4M
Discretionary$124.1M
Non-Disc.$10.4M
Employees3
Clients0
DateMar 2024
Total AUM$122.6M
Discretionary$114.3M
Non-Disc.$8.3M
Employees3
Clients0
DateMar 2023
Total AUM$105.8M
Discretionary$97.4M
Non-Disc.$8.5M
Employees3
Clients3
DateNov 2022
Total AUM$122M
Discretionary$110.4M
Non-Disc.$11.6M
Employees3
Clients2
DateMar 2022
Total AUM$122M
Discretionary$110.4M
Non-Disc.$11.6M
Employees3
Clients2
DateAug 2021
Total AUM$108M
Discretionary$106.5M
Non-Disc.$1.5M
Employees6
Clients3