| 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 |
Vergepointe Wealth Management, LLC reports $259.9 million in regulatory assets under management on its Form ADV.
Vergepointe Wealth Management, LLC reports 4 employees.
Vergepointe Wealth Management, LLC is based in Lake Oswego, OR and has been SEC-registered since 2009.
Vergepointe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5285 Meadows Road, Suite 161, 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 |
| Discretionary | $258.3M |
| Non-discretionary | $1.6M |
| Total (RAUM) | $259.9M |