VESTPOINTE WEALTH MANAGEMENT, LLC

SCOTTSDALE, Arizona·2 registered advisors·CRD# 132591
SEC# 801-1222500602-212-1040
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE ASSETS MONITORED
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VESTPOINTE WEALTH MANAGEMENT, LLC

2 registered advisors
Joseph Ignatius Mccabe
SCOTTSDALE, Arizona
Michele Marie Mccabe
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. VESTPOINTE WEALTH MANAGEMENT, LLC (CRD# 132591) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.