VESTPOINTE WEALTH MANAGEMENT, LLC

CRD 132591File 801-122250

APPROVED

Retail clients

Custody

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$165.8M

Bottom 25% of cohort (national)

Discretionary AUM

$152.9M

Non-discretionary $12.9M

Clients

116

423 accounts

Employees

Bottom 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 3, 2021
Principal office: 7373 E. DOUBLETREE RANCH RD., SUITE 175, SCOTTSDALE, AZ, 85258
Phone: 602-212-1040
Website: HTTPS://X.COM/VESTPOINTE

Assets & accounts

ADV Item 5F

Total regulatory AUM: $165.8M
Discretionary AUM: $152.9M
Non-discretionary AUM: $12.9M
Discretionary accounts: 395
Non-discretionary accounts: 28
Total accounts: 423
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$16.5M
High net worth individuals	44	$103.7M
Pension and profit sharing plans	20	$33.8M
Individuals (other than high net worth individuals)	45	$11.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — PERCENTAGE ASSETS MONITORED
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.