Vergepointe Wealth Management, LLC
● SEC registered since 2009CRD 151425SEC# 801-70579Lake Oswego, OR
Reg. AUM
$283.3M
Employees
4
Accounts
215
Location
Lake Oswego, OR
Vergepointe Wealth Management, LLC assets under management
Vergepointe Wealth Management, LLC is an investment advisory firm registered with the SEC based in Lake Oswego, OR. The firm has been registered since 2009. It reports $283.3 million in regulatory assets under management and employs 4 people.
Vergepointe Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Jon Olson Control | Managing Member | 25-50% | 2009 |
| Matthew David Vance Control | Chief Compliance Officer/Managing Member | 25-50% | 2009 |
| Scott Jay Roberts Control | Managing Member | 25-50% | 2009 |
Frequently asked questions
How much does Vergepointe Wealth Management, LLC manage?
Vergepointe Wealth Management, LLC reports $283.3 million in regulatory assets under management on its Form ADV.
How many employees does Vergepointe Wealth Management, LLC have?
Vergepointe Wealth Management, LLC reports 4 employees.
Where is Vergepointe Wealth Management, LLC located?
Vergepointe Wealth Management, LLC is based in Lake Oswego, OR and has been SEC-registered since 2009.
Does Vergepointe Wealth Management, LLC disclose fund performance?
Vergepointe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR 97035 |
| Phone | 503-684-0100 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$283.3M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$283.3Mregulatory AUM
Discretionary $281.2MNon-discretionary $2.1M