Vergepointe Wealth Management, LLC

Vergepointe Wealth Management, LLC (CRD# 151425) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $228,442,864 in 181 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $1,262,115
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
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

Craig Olson (CRD# 4086835) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 22 years of experience in the finance industry.

2
Scott J. Roberts
CRD#: 4506090
5285 Meadows Road, Suite 161, Lake Oswego, OR 97035

Scott Roberts (CRD# 4506090) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 21 years of experience in the finance industry.

3
Scott A. Theodorson
CRD#: 2165033
5285 Meadows Road, Suite 161, Lake Oswego, OR 97035
Scott Theodorson (CRD# 2165033) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Vancouver, WA and has over 25 years of experience in the finance industry.
4
Matthew D. Vance
CRD#: 5040101
5285 Meadows Road, Suite 161, Lake Oswego, OR 97035

Matthew Vance (CRD# 5040101) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 18 years of experience in the finance industry.

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