VESTAPOINT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WINTER PARK, Florida
CRD number
329715
Registered since
January 12, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • AARON STEARNS

    Managing DirectorCRD 5769577

  • JOHN WALKER

    Co-FounderCRD 6647482

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth