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Fund Manager

Vestpointe Wealth Management

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VM
Vestpointe Wealth Management

Fund Manager

Primary Strategy: Other

Number of Employees: 4

Ownership: Privately Held

Year End: December

Description

Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals. Our team specializes in the development and execution of proactive strategies that leverage your entire financial picture to maximize returns, minimize risk and reduce taxes.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/vestpointe-wealth-management

Address

7373 E. Doubletree Ranch Rd., Suite 175, Scottsdale, Arizona, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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