VERGEPOINTE WEALTH MANAGEMENT, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 151425). Regulatory assets under management: $283.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew David Vance | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| Scott Jay Roberts | MANAGING MEMBER | — |
| Craig Jon Olson | MANAGING MEMBER | — |
| ROBERTS GARY J | MANAGING MEMBER; MEMBER | — |
| VANCE MATTHEW DAVID | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| ROBERTS SCOTT JAY | MANAGING MEMBER | — |
| OLSON CRAIG JON | MANAGING MEMBER; MANAGIN MEMBER; MEMBER | — |
| PARROTT BRAD MICHAEL | MANAGING MEMBER | — |
| VANCE MATTHEW D | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CHIEF COMPLIANCE OFFICER/MEMBER | — |
| PARROTT BRAD M | MANAGING MEMBER; MEMBER | — |