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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VESTPOINTE WEALTH MANAGEMENT, LLC

CRD 132591

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:6a5b7d86-1f49-411c-cdf9-52d2e285edb0

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 1
Observed: Aug 4, 2021 to Mar 5, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Vestpointe Wealth Management, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.7 fund_share=0.0 institutional_share=0.2 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $166MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $115MderivedItem 5.D individuals plus high net worth individuals
Private client share: 70%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $82.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 423
Individual clients: 45
High net worth clients: 44
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $47.1M
SEC number: 801-122250
CRD: 132591
Filings on the tape: 7
First filed: Aug 4, 2021
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH IGNATIUS MCCABE	Certified Financial Planner	Scottsdale, AZ	21	26	1	no
MICHELE MARIE MCCABE	n/a	SCOTTSDALE, AZ	7	22	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EX BRID, LLC	Other Private Fund	$5.7M	Mar 4, 2024	2	Aug 4, 2021	reported	n/a
EX JAC, LLC	Other Private Fund	$5.7M	Mar 4, 2024	2	Aug 4, 2021	reported	n/a
NONEX BRID, LLC	Other Private Fund	$1.6M	Mar 4, 2024	2	Aug 4, 2021	reported	n/a
NONEX JAC, LLC	Other Private Fund	$1.6M	Mar 4, 2024	2	Aug 4, 2021	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCCABE, JOSEPH, IGNATIUS	MEMBER AND PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	12/2008	Aug 4, 2021	Mar 4, 2024
MCCABE, MICHELE, MARIE	Member	D	yes	01/2016	Aug 4, 2021	Mar 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JOSEPH I. MCCABE III CPA, P.C.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 5, 2026	$166M	$153M	3	3	4	n/a
2024	Apr 30, 2025	$134M	$124M	3	3	4	n/a
2023	Mar 4, 2024	$123M	$114M	3	3	4	$14.6M
2022	Mar 14, 2023	$106M	$97.4M	3	3	4	$14.6M
2021	Mar 21, 2022	$122M	$110M	3	3	4	$14.6M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$166M	$134M	23.3%	$106M	16.1%	3	3	0	0

Relationships

Advises (4)

→ EX JAC, LLCPrivate fundOther Private Fund, IA
Aug 4, 2021 to presentfactForm ADV
→ NONEX JAC, LLCPrivate fundOther Private Fund, IA
Aug 4, 2021 to presentfactForm ADV
→ NONEX BRID, LLCPrivate fundOther Private Fund, IA
Aug 4, 2021 to presentfactForm ADV
→ EX BRID, LLCPrivate fundOther Private Fund, IA
Aug 4, 2021 to presentfactForm ADV

Registered with (3)

← MICHELE MARIE MCCABEAdvisorregistration: current employment
Jun 18, 2019 to presentfactForm ADV
← JOSEPH IGNATIUS MCCABEAdvisorregistration: current employment
Sep 29, 2004 to presentfactForm ADV
← VANESSA BURKE LEEAdvisorregistration: previous registration
Aug 4, 2016 to Jun 19, 2019factForm ADV

Controls (2)

← MCCABE, MICHELE, MARIEOwnerMEMBER, ownership code D, individual
Aug 4, 2021 to Mar 4, 2024factForm ADV
← MCCABE, JOSEPH, IGNATIUSOwnerMEMBER AND PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 4, 2021 to Mar 4, 2024factForm ADV

Dated events

Occurred
Aug 4, 2021
First Form ADV filing
Vestpointe Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a5b7d86-1f49-411c-cdf9-52d2e285edb0
First observed: Aug 4, 2021
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VESTPOINTE WEALTH MANAGEMENT, LLC

CRD 132591

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6a5b7d86-1f49-411c-cdf9-52d2e285edb0

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH IGNATIUS MCCABE

Certified Financial Planner

Scottsdale, AZ

MICHELE MARIE MCCABE

n/a

SCOTTSDALE, AZ

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EX BRID, LLC

Other Private Fund

$5.7M

Mar 4, 2024

Aug 4, 2021

reported

n/a

EX JAC, LLC

Other Private Fund

$5.7M

Mar 4, 2024

Aug 4, 2021

reported

n/a

NONEX BRID, LLC

Other Private Fund

$1.6M

Mar 4, 2024

Aug 4, 2021

reported

n/a

NONEX JAC, LLC

Other Private Fund

$1.6M

Mar 4, 2024

Aug 4, 2021

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCABE, JOSEPH, IGNATIUS

MEMBER AND PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

12/2008

Aug 4, 2021

Mar 4, 2024

MCCABE, MICHELE, MARIE

Member

yes

01/2016

Aug 4, 2021

Mar 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOSEPH I. MCCABE III CPA, P.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$166M

$153M

n/a

2024

Apr 30, 2025

$134M

$124M

n/a

2023

Mar 4, 2024

$123M

$114M

$14.6M

2022

Mar 14, 2023

$106M

$97.4M

$14.6M

2021

Mar 21, 2022

$122M

$110M

$14.6M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$166M

$134M

23.3%

$106M

16.1%