VESTPOINTE WEALTH MANAGEMENT, LLC

VESTPOINTE WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 132591). Regulatory assets under management: $165.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (4)

NameRoleLocation
Joseph Ignatius MccabeMEMBER AND PRESIDENT/CHIEF COMPLIANCE OFFICER
Michele Marie MccabeMEMBER
MCCABE MICHAEL IGNATIUSMEMBER AND PRESIDENT/CHIEF COMPLIANCE OFFICER
MCCABE MICHELE MARIEMEMBER

Private funds (4)

FundTypeFormedOwnersGross asset valueMin investment
EX JAC, LLCOther Private FundSouth Dakota2$7.0M
EX BRID, LLCOther Private FundSouth Dakota2$6.5M
NONEX JAC, LLCOther Private FundSouth Dakota2$1.0M
NONEX BRID, LLCOther Private FundSouth Dakota2$856K

Fund service providers (1)

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