Scott Jay Roberts is listed as 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 Scott Jay Roberts work?
Scott Jay Roberts is listed as Managing Member at Vergepointe Wealth Management, LLC on SEC Form ADV.
How much of Vergepointe Wealth Management, LLC does Scott Jay Roberts own?
Form ADV reports a beneficial ownership band of 25-50%.