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).
-
Total Assets Under Management228MILLION
-
Total Number of Accounts181ACCOUNTS
-
Average Account Value$1,262,115
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, OR, WA
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.
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.
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.