Matthew David Vance
Chief Compliance Officer/Managing MemberVergepointe Wealth Management, LLCCRD 5040101
About Matthew David Vance
Matthew David Vance is listed as Chief Compliance Officer/Managing Member at Vergepointe Wealth Management, LLC in Lake Oswego, OR. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Vergepointe Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew David Vance work?
Matthew David Vance is listed as Chief Compliance Officer/Managing Member at Vergepointe Wealth Management, LLC on SEC Form ADV.
How much of Vergepointe Wealth Management, LLC does Matthew David Vance own?
Form ADV reports a beneficial ownership band of 25-50%.
Vergepointe Wealth Management, LLC
| Title | Chief Compliance Officer/Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2009 |