# VESTPOINTE WEALTH MANAGEMENT, LLC

VESTPOINTE WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 132591
- Type: SEC-registered investment adviser
- SEC file number: 801-122250
- Location: 7373 E. DOUBLETREE RANCH RD., SUITE 175, SCOTTSDALE, AZ, 85258
- Phone: 602-212-1040
- Latest filing: 2026-03-05
- Regulatory AUM: $165.8M
- Discretionary AUM: $152.9M
- Non-discretionary AUM: $12.9M
- Clients: 3
- Accounts: 423

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Ignatius Mccabe | MEMBER AND PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Michele Marie Mccabe | MEMBER | — |
| MCCABE MICHAEL IGNATIUS | MEMBER AND PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MCCABE MICHELE MARIE | MEMBER | — |


## Private funds (4)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| EX JAC, LLC | Other Private Fund | South Dakota | 2 | $7.0M | — |
| EX BRID, LLC | Other Private Fund | South Dakota | 2 | $6.5M | — |
| NONEX JAC, LLC | Other Private Fund | South Dakota | 2 | $1.0M | — |
| NONEX BRID, LLC | Other Private Fund | South Dakota | 2 | $856K | — |


## Fund service providers (1)

- administrator: BTC TRUST COMPANY OF SOUTH DAKOTA — 4 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132591/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132591/similar
- Related entities: https://search.stillhousedata.com/firm/132591/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132591

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.