Vestpointe Wealth Management
Asset Manager SEC-registered adviser
Legal name: Vestpointe Wealth Management, LLC
AUM
$165.8M
Regulatory AUM
Private funds
4
Other 4
Private fund assets
$15.3M
Gross asset value
Employees
3
Last Form D raise
—
From SEC Form ADV filing (filed Mar 5, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
J
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Ex Jac, LLC | Other | $7.0M | — | — | — | |
| Ex Brid, LLC | Other | $6.5M | — | — | — | |
| Nonex Jac, LLC | Other | $1.0M | — | — | — | |
| Nonex Brid, LLC | Other | $856K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 132591
- SEC file number
- 801-122250
Sources
- SEC Form ADV Oct 14, 2026