| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ex Jac, LLC | Other Private | $6.4M | — |
| Ex Brid, LLC | Other Private | $6.1M | — |
| Nonex Jac, LLC | Other Private | $1.1M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Ignatius McCabe Control | Member And President/Chief Compliance Officer | 50-75% | 2008 |
| Michele Marie McCabe Control | Member | 50-75% | 2016 |
Vestpointe Wealth Management, LLC reports $134.4 million in regulatory assets under management on its Form ADV.
Vestpointe Wealth Management, LLC manages 4 private funds with combined gross assets of $14.7 million.
Vestpointe Wealth Management, LLC reports 3 employees.
Vestpointe Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Vestpointe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7373 E. Doubletree Ranch Rd., Suite 175, Scottsdale, AZ 85258 |
| Phone | 602-212-1040 |
| Fax | 602-212-1041 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $124.1M |
| Non-discretionary | $10.4M |
| Total (RAUM) | $134.4M |