VERGEPOINTE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$283,324,092
Discretionary
$281,227,357
Non-discretionary
$2,096,735
Firm details
- CRD number
- 151425
- SEC file number
- 801-70579
- Main office
- LAKE OSWEGO, OR, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://VERGEPOINTE.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.