Vergepointe Wealth Management, LLC
Vergepointe Wealth Management, LLC is an SEC-registered wealth manager in Lake Oswego, OR with $283.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Vergepointe Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151425, SEC 801-70579, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $283.3M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Lake Oswego, OR
- Employees
- 4
- Clients
- 111
- CRD
- 151425
- Ownership
- ROBERTS, SCOTT, J; OLSON, CRAIG, JON; PARROTT, BRAD, M; VANCE, MATTHEW, DAVID; ROBERTS, SCOTT, JAY
How much AUM does Vergepointe Wealth Management, LLC have?
Vergepointe Wealth Management, LLC reported $283.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Vergepointe Wealth Management, LLC?
Disclosed owners and executives of Vergepointe Wealth Management, LLC include ROBERTS, SCOTT, J, OLSON, CRAIG, JON, PARROTT, BRAD, M, VANCE, MATTHEW, DAVID, ROBERTS, SCOTT, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.