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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

TitleChief Compliance Officer/Managing Member
Ownership25-50%
Control personYes
Since2009
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