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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vergepointe Wealth Management LLC
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|---|---|
| CRD # | 151425 |
| SEC # | 801-70579 |
| CIK # | |
| AUM | $259.9 M (2025-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-684-0100 |
| Address | 5285 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 4.6 |
| (b) Individuals (high net worth individuals) | 55 | 193.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 59.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 5 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 259.9 |
| By Discretionary | ||
| Discretionary | 192 | 258.3 |
| Non-Discretionary | 1 | 1.6 |
| Total | 193 | 259.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.9 | |
| Total | 193 | 259.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
J Hagan Capital Inc
✚
|
KY | 0.3 |
|
Calder Investment Advisors
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|
MI | 0.3 |
|
Birch Capital Management LLC
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|
0.3 | |
|
Oakwood Capital Inc
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|
MN | 0.3 |
|
Martin Nelson & Co Inc
✚
|
WA | 0.3 |
|
Napatree Capital LLC
✚
|
RI | 0.3 |
|
Banker Investment Group Inc
✚
|
IN | 0.3 |
|
Blue Investment Management LLC
✚
|
FL | 0.3 |
|
Money Management Financial Services LLC
✚
|
NJ | 0.3 |
|
Santa Barbara Mgmt LLC
✚
|
IL | 0.3 |