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Building 2VESTPOINTE WEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone602-212-1040
NotebookSEC #801-122250
Total AUM
$165.8M
Employees
3
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7373 E. DOUBLETREE RANCH RD.
SUITE 175
SCOTTSDALE
AZ 85258
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
602-212-1040

ReceiptFinancials

Total AUM
$165.8M
Accounts
423
Discretionary
$152.9M
Accounts
395
Non-Discretionary
$12.9M
Accounts
28

ContactClients

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Individual Clients
45
AUM
$11.7M
HNW Individual Clients
44
AUM
$103.7M
Pension/Profit Sharing Plan Clients
20
AUM
$33.8M
Corporation or Business Clients
7
AUM
$16.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE ASSETS MONITORED

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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