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VergePointe Wealth Management

Also known as vergepointe wealth

Multi Family Office (MFO)Lake Oswego, United StatesFounded 2002
Lake Oswego
Headquarters
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Investment Focus

About VergePointe Wealth Management

By integrating wealth management with business and tax advice, VergePointe can develop a customized plan for achieving your family's financial objectives.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to VergePointe Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$283.3M
Total Clients
215
Filing Date
March 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is VergePointe Wealth Management?

VergePointe Wealth Management is a multi family office (mfo) based in Lake Oswego, United States.

Where is VergePointe Wealth Management headquartered?

VergePointe Wealth Management is headquartered in Lake Oswego, United States.

When was VergePointe Wealth Management founded?

VergePointe Wealth Management was founded in 2002.

How can I contact VergePointe Wealth Management?

Verified contact details, key decision-makers, and investment preferences for VergePointe Wealth Management are available on LPbacked. Create a free account to access them.