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Building 2VERGEPOINTE WEALTH MANAGEMENT, LLC

Map pinLAKE OSWEGO, OR
Phone503-684-0100
NotebookSEC #801-70579
Total AUM
$283.3M
Employees
4
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15400 BOONES FERRY RD., SUITE 201
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
503-684-0100

ReceiptFinancials

Total AUM
$283.3M
Accounts
215
Discretionary
$281.2M
Accounts
214
Non-Discretionary
$2.1M
Accounts
1

ContactClients

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Individual Clients
18
AUM
$3.5M
HNW Individual Clients
80
AUM
$214.6M
Pooled Vehicle Clients
8
AUM
$62.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
5
AUM
$724.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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