# Vestpointe Wealth Management

Vestpointe Wealth Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** vestpointe.com
- **LinkedIn:** https://www.linkedin.com/company/vestpointe-wealth-management

## Regulatory record

- **CRD number:** 132591
- **SEC file number:** 801-122250
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132591

## About

Founded in 2004 and based in Scottsdale, Arizona, Vestpointe Wealth Management is a registered investment adviser that serves individuals, high-net-worth families, and institutional clients such as pension and profit-sharing plans. The firm operates from a single advisory hub in the Phoenix metro area, providing integrated wealth and estate planning services rather than product distribution. Vestpointe's advisory services span investment management, portfolio construction, and estate planning, delivered as a unified offering. The firm advises businesses and retirement plans alongside private clients, making its asset mix functionally a blend of individual managed accounts and small-institutional mandates. Public records confirm the firm's regulatory standing as an SEC-registered investment adviser, with no reported disciplinary history. Team size and total assets under management are not publicly disclosed, consistent with a privately held advisory practice operating below the threshold of major industry league tables. The firm maintains a single location in Scottsdale, with no additional offices reported. No adjacent vehicles, philanthropic structures, or operating businesses have been publicly identified under the Vestpointe name. Vestpointe's design as a fiduciary wealth manager, not a broker-dealer, is its primary structural differentiator. The firm does not sell proprietary products or third-party securities for commission, which makes its revenue model fee-only by regulatory design. This posture aligns with the fiduciary standard expected by institutional allocators vetting small advisory shops.

## Questions

### What is Vestpointe Wealth Management's regulatory status?

Vestpointe Wealth Management is registered as an investment adviser with the U.S. Securities and Exchange Commission. As an SEC-registered firm, it operates under a fiduciary duty to its clients and does not function as a broker-dealer. Its Form ADV filing confirms this registration, though the firm keeps AUM figures private.

### What services does Vestpointe Wealth Management provide?

Vestpointe offers investment management, portfolio construction, and estate planning, primarily to individuals and high-net-worth families. The firm also advises pension and profit-sharing plans, and serves business entities. Its services are fee-only and fiduciary in nature, not transactional brokerage.

### Does Vestpointe Wealth Management report assets under management publicly?

Vestpointe files Form ADV with the SEC, but the specific AUM figure is not publicly promoted. The firm's materials and public-facing summaries do not disclose a current AUM number, which is common for smaller registered advisers that do not actively market to third-party gatekeepers.

## Related profiles

- [Vestor Capital](https://altss.com/profile/vestor-capital)
- [VestWealth](https://altss.com/profile/vestwealth)

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Last updated: 2026-06-03T20:00:00.000Z

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