|
⚲
|
| Vergepointe Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 151425 |
| SEC # | 801-70579 |
| CIK # | |
| AUM | $212.6 MM (2023-02-22) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-684-0100 |
| Address | 5285 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 2.2 |
| (b) Individuals (high net worth individuals) | 56 | 146.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 57.5 |
| (g) Pension and profit sharing plans | 0 | 5.2 |
| (h) Charitable organizations | 5 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 212.6 |
| By Discretionary | ||
| Discretionary | 84 | 207.4 |
| Non-Discretionary | 1 | 5.2 |
| Total | 85 | 212.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.6 | |
| Total | 85 | 212.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NorthStar Advisory Group LLC
✚
|
NJ | 0.2 |
|
LPF Advisors LLC
✚
|
FL | 0.2 |
|
Prosperity Financial Group Inc
✚
|
CA | 0.2 |
|
M3 Advisory Group LLC
✚
|
MA | 0.2 |
|
Perspective Financial Services LLC
✚
|
AZ | 0.2 |
|
Belleair Asset Management LLC
✚
|
FL | 0.2 |
|
Shoreline Asset Management LLC
✚
|
IN | 0.2 |
|
Darden Wealth Group Inc
✚
|
MI | 0.2 |
|
The Palmer Knight Company
✚
|
FL | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |