Vestpointe Wealth Management, Llc
- Regulatory AUM
- $166M
- Discretionary
- $153M
- Clients
- 116
- Avg AUM / client
- $1.4M
- Accounts
- 423
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $11.7M | 7.09% |
| High net worth individuals | 44 | $104M | 62.6% |
| Pension and profit sharing plans | 20 | $33.8M | 20.4% |
| Corporations and other businesses | 7 | $16.5M | 9.95% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $14.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ex Brid, Llc | Other Private Fund | South Dakota | $5.7M | 2 |
| Ex Jac, Llc | Other Private Fund | South Dakota | $5.7M | 2 |
| Nonex Brid, Llc | Other Private Fund | South Dakota | $1.6M | 2 |
| Nonex Jac, Llc | Other Private Fund | South Dakota | $1.6M | 2 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Ignatius Mccabe | Member And President/Chief Compliance Officer | CFP | Sep 2004 (22y) | 50% – 75% |
| Michele Marie Mccabe | Member | Jan 2016 (11y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $14.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ex Brid, Llc | Other Private Fund | $5.7M | $0 | 2 |
| Ex Jac, Llc | Other Private Fund | $5.7M | $0 | 2 |
| Nonex Brid, Llc | Other Private Fund | $1.6M | $0 | 2 |
| Nonex Jac, Llc | Other Private Fund | $1.6M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE ASSETS MONITORED
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $151M (91% of AUM) Mar 2026
- Newedge Securities, Inc. $4.7M (3% of AUM) Apr 2025
- Mid Atlantic Capital Corporation $4.3M (4% of AUM) Aug 2021
- Reliance Trust Company $4.2M (3% of AUM) Apr 2025
- Charles Schwab & Co. $3.1M (2% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗