VESTAPOINT LLC
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 329715
- Registered since
- January 12, 2024
Firm profile
FINTRXOverview
Vestapoint LLC is a limited liability company that registered with the SEC in 2024 and operates as an adviser and sponsor of pooled investment vehicles. The firm is owned by an individual owner and is classified as unclassified for regulatory purposes. Its stated roles include acting as sponsor, general partner and managing member of pooled vehicles, which positions the firm to originate, structure and manage private funds rather than acting as a broad capital allocator or a multi-state advisory platform. The firm is not flagged as an active ESG investor, is not a pension consultant and is not identified as a multi-state adviser. Vestapoint LLC’s business activity centers on private fund management and sponsorship, rather than a traditional retail advisory model serving separately managed accounts or brokerage relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2AARON STEARNS
Managing DirectorCRD 5769577
JOHN WALKER
Co-FounderCRD 6647482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINTER PARK, FL
ORANGE
Location
WINTER PARK, FL
Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 941 W Morse Blvd
- Time zone
- ET (UTC-5)
- Office locations
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