Vestpointe Wealth Management, LLC

Vestpointe Wealth Management, LLC (CRD# 132591) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $50,865,485 in 208 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $244,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Vestpointe Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph I. McCabe
CRD#: 4555127
3101 N. Central Avenue, Suite 700, Phoenix, AZ 85012
90
Wealthminder
score

Joseph McCabe (CRD# 4555127) is an Investment Advisor Representative working at Vestpointe Wealth Management, LLC in Phoenix, AZ and has 1 year of experience in the finance industry. Joseph McCabe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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