SEC Form ADV

VERGEPOINTE WEALTH MANAGEMENT, LLC

Registered Investment AdviserOR
$283.3M
Assets Under Management
215
Total Clients
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Registration Details

Accession
CRD-151425
Location
LAKE OSWEGO, OR
Filing Date
March 2, 2026
AUM
$283.3M
Total Clients
215
Amendment
No

About this Adviser

VERGEPOINTE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in LAKE OSWEGO, OR, managing approximately $283.3M in assets across 215 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.