This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

VESTPOINTE WEALTH MANAGEMENT, LLCCRD 132591

Fund type

TRUST POOLED FUND

Latest reported GAV

$5.7Mgross asset value on Schedule D 7.B(1), as of 2024-03-04; never fund size

Peak reported GAV

$5.7M

Beneficial owners

2

Minimum investment

$0

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

South Dakota, United States

First reported

Aug 4, 2021

Last reported

Mar 4, 2024fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

5

Fund id

805-8263862863

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a2ee946b-75fa-5eaa-3cf5-576836e4834c

First observed

Aug 4, 2021

Last observed

Mar 4, 2024 31 months ago

Source families

Federal regulator filings

1 registered feed 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.