CRD: 132591
Vestpointe Wealth Management, LLC
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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2004
- Office Locations
- 1
Office Locations
About Vestpointe Wealth Management, LLC
Vestpointe Wealth Management is a Scottsdale, AZ RIA led by CPAs who integrate financial planning, investment management, estate planning, retirement planning and tax preparation. The firm takes a whole-picture, tax-aware approach to portfolio construction and risk management, including use of ETFs and fixed income. Clients get online account access, with custody relationships that include Schwab and Fidelity.
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Owner & Executives
MICHELE MARIE MCCABE
Financial Advisor
- CRD
- #2037282
- Ownership
- 50% but less than 75%
JOSEPH IGNATIUS MCCABE III
Chief Compliance Officer, Founder, President
- CRD
- #4555127
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,889,626 | $387,062 |
| Non-Discretionary | $12,868,495 | $459,589 |
| Total | $165,758,121 | $391,863 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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