Investment adviser · CRD 132591
VESTPOINTE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $166M Form ADV · Item 5.F
- Client accounts
- 423 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $103,700,912 | 62.6% |
| Retirement plans | 20 | $33,812,367 | 20.4% |
| Corporations & businesses | 7 | $16,498,735 | 10.0% |
| Individuals | 45 | $11,746,107 | 7.1% |
Filing source
Form ADV 2058642 · Mar 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EX JAC, LLCOther Private Fund · Last reported Mar 5, 2026$6.97MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-8263862863
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2058642 · Mar 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EX BRID, LLCOther Private Fund · Last reported Mar 5, 2026$6.46MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-2907542022
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2058642 · Mar 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NONEX JAC, LLCOther Private Fund · Last reported Mar 5, 2026$1.03MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-8499923860
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2058642 · Mar 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NONEX BRID, LLCOther Private Fund · Last reported Mar 5, 2026$856KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-1113257347
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2058642 · Mar 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7373 E. DOUBLETREE RANCH RD., SUITE 175SCOTTSDALE, AZ, 85258, United States
CRD 132591
Filing source
Form ADV 2058642 · Mar 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.