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| Keyboard |
| Vergepointe Wealth Management LLC
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|---|---|
| CRD # | 151425 |
| SEC # | 801-70579 |
| CIK # | |
| AUM | 283.3 M (2026-03-02) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-684-0100 |
| Address | 15400 Boones Ferry Rd, Suite 201 Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 3.5 |
| (b) Individuals (high net worth individuals) | 80 | 214.6 |
| (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 | 8 | 62.4 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 5 | 0.7 |
| (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 | 215 | 283.3 |
| By Discretionary | ||
| Discretionary | 214 | 281.2 |
| Non-Discretionary | 1 | 2.1 |
| Total | 215 | 283.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.3 | |
| Total | 215 | 283.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Griffin Family Partners LLC
✚
|
283.9 M | |
|
FDI Wealth Management LLC
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FL | 283.8 M |
|
Kaizen Financial Advisors LLC
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WA | 283.7 M |
|
Hesen & Haslam LLC
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|
Zoe Financial Inc
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NY | 283.5 M |
|
Silvia McColl Wealth Management LLC
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|
POM Investment Strategies LLC
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NC | 283.3 M |
|
Chris Bulman Inc
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|
CA | 283.0 M |
|
Cooper Capital Advisors LLC
✚
|
CA | 282.9 M |
|
EJMK Ventures LLC
✚
|
IL | 282.8 M |