|
⚲
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| Vergepointe Wealth Management LLC
✚
| |
|---|---|
| CRD # | 151425 |
| SEC # | 801-70579 |
| CIK # | |
| AUM | $228.4 MM (2024-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-684-0100 |
| Address | 5285 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 2.8 |
| (b) Individuals (high net worth individuals) | 57 | 165.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 57.9 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 5 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 228.4 |
| By Discretionary | ||
| Discretionary | 180 | 227.1 |
| Non-Discretionary | 1 | 1.3 |
| Total | 181 | 228.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.4 | |
| Total | 181 | 228.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.2 |
|
DBS Investment Advisers LLC
✚
|
MI | 0.2 |
|
Palouse Capital Management Inc
✚
|
WA | 0.2 |
|
Bluestone Wealth Management LLC
✚
|
NH | 0.2 |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 0.2 |
|
Pacific Capital Associates Inc
✚
|
CA | 0.2 |
|
Alamar Capital Management LLC
✚
|
CA | 0.2 |
|
Hilton Head Capital Partners LLC
✚
|
SC | 0.2 |
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Farrow Financial Inc
✚
|
VT | 0.2 |