Vergepointe Wealth Management, LLC

Vergepointe Wealth Management, LLC (CRD# 151425) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $118,243,899 in 116 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $1,019,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Vergepointe Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Craig J. Olson
CRD#: 4086835
5285 Meadows Road, Suite 161, Lake Oswego, OR 97035
96
Wealthminder
score

Craig Olson (CRD# 4086835) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 14 years of experience in the finance industry. Craig Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew D. Vance
CRD#: 5040101
5285 Meadows Road, Suite 161, Lake Oswego, OR 97035
96
Wealthminder
score

Matthew Vance (CRD# 5040101) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry. Matthew Vance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Theresa A. Williams
CRD#: 4294629
5285 Meadows Road, Suite 161, Lake Oswego, OR 97035
93
Wealthminder
score

Theresa Williams (CRD# 4294629) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 14 years of experience in the finance industry.

4
Scott J. Roberts
CRD#: 4506090
5285 Meadows Road, Suite 161, Lake Oswego, OR 97035
83
Wealthminder
score

Scott Roberts (CRD# 4506090) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.