VESTPOINTE WEALTH MANAGEMENT, LLC

Overview

Vestpointe Wealth Management, LLC is an independent, SEC-registered registered investment adviser that acts as an allocator to third‑party managers and directly manages portfolios for individuals, families and small institutions. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements include percentage of AUM as well as hourly and fixed fees, reflecting work with both ongoing advisory relationships and project-based planning. Investment activity shows a clear tilt toward private fund exposure: private funds are the firm’s most-used asset type and represent the bulk of invested capital. Vestpointe supplements private fund allocations with traditional pooled vehicles and fixed income instruments when building client portfolios. The firm does not present itself as an ESG‑focused manager and maintains a single‑state registration profile.

Assets & Accounts

Investments & Alternatives

Location & Offices