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VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD 151425 · SEC 801-70579
15400 BOONES FERRY RD., SUITE 201, LAKE OSWEGO, OR, 97035, United States
Phone
503-684-0100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.3M
Discretionary AUM
$281.2M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.5M |
| High net worth individuals | 80 | $214.6M |
| Pooled investment vehicles | 8 | $62.4M |
| Charitable organizations | 5 | $725K |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD