Vergepointe Wealth Management, LLC

CRD 151425 · Lake Oswego, OR · $283.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 151425
SEC number: 801-70579
Firm type: RIA
Assets under management: $283.3M as of Mar 2, 2026
Website: vergepointe.com ↗
Phone: 503-684-0100
Address: 15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR, 97035

Advisors at this firm

4 in our index · page 1 of 1

Craig Jon OlsonCRD 4086835 · Lake Oswego, OR

IA Registered
Scott Jay RobertsCRD 4506090 · Lake Oswego, OR

IA Registered

Disclosure event(s) on record
Scott Allan TheodorsonCRD 2165033 · Lake Oswego, OR

IA RegisteredRegistration inactive
Matthew David VanceCRD 5040101 · Lake Oswego, OR

IA Registered

Source & corrections

Where this page comes from

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