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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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