Michele M. Mccabe

VESTPOINTE WEALTH MANAGEMENT

Scottsdale, AZ 85258

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CRD#: 2037282

Professional summary

Michele Marie Mccabe, who also goes by Michele Marie Fimbres, is a registered financial advisor currently at VESTPOINTE WEALTH MANAGEMENT, LLC located in Scottsdale, Arizona.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michele has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michele Marie Fimbres

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Owner and operator of MIII Consulting since 2012. Providing bookkeeping services to clients. Also an employee of Joseph I. McCabe III CPA, P.C. providing administrative and bookkeeping services since 2004. These businesses are not investment related. Address is 7373 E. Doubletree Ranch Rd., #175, Scottsdale, AZ 85258. Average hours per week on these activities is 30.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Marie Mccabe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2019 - Present

VESTPOINTE WEALTH MANAGEMENT, LLC

Office #1: 7373 E. Doubletree Ranch Rd. Suite 175, Scottsdale, AZ 85258

RIA

CRD#: 132591

Scottsdale, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VESTPOINTE WEALTH MANAGEMENT, LLC

ENCOMPASS WEALTH MANAGEMENT, LLC | VESTPOINTE WEALTH MANAGEMENT, LLC

CRD#: 132591 / SEC#: 801-122250

RIA

Registered Investment Advisory firm - (9/3/2021 Approved)

Arizona

Registered Investment Advisory firm - (9/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/18/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/2019

Uniform Investment Adviser Law Examination

Current Firm

VESTPOINTE WEALTH MANAGEMENT, LLC

ENCOMPASS WEALTH MANAGEMENT, LLC | VESTPOINTE WEALTH MANAGEMENT, LLC

CRD#: 132591 / SEC#: 801-122250

RIA

Registered Investment Advisory firm - (9/3/2021 Approved)

Arizona

Registered Investment Advisory firm - (9/13/2021 Terminated)

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Contact information

Main Address

7373 E. Doubletree Ranch Rd. Suite 175, Scottsdale, AZ 85258

Mailing Address

Phone number

(602) 212-1040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM DISCLOSURE BROCHURE (4/30/2025)

Regulatory assets under management

Total Number of Accounts	429
AUM (Assets Under Management)	$ 134,408,939

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/08/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/14/2023	Cover Page	Report
12/05/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michele M. Mccabe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Marie Mccabe's CRS (Customer Relationship Summary).

Certified licenses

Experience

VESTPOINTE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

VESTPOINTE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2019

Current Firm

VESTPOINTE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VESTPOINTE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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