# VERGEPOINTE WEALTH MANAGEMENT, LLC

VERGEPOINTE WEALTH MANAGEMENT, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 151425
- Type: SEC-registered investment adviser
- SEC file number: 801-70579
- Location: 15400 BOONES FERRY RD., SUITE 201, LAKE OSWEGO, OR, 97035
- Phone: 503-684-0100
- Latest filing: 2026-03-02
- Regulatory AUM: $283.3M
- Discretionary AUM: $281.2M
- Non-discretionary AUM: $2.1M
- Clients: 4
- Accounts: 215

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151425/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151425/similar
- Related entities: https://search.stillhousedata.com/firm/151425/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151425

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.