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VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD 151425File 801-70579
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$283.3M
Below cohort median (national)
Discretionary AUM
$281.2M
Non-discretionary $2.1M
Clients
111
215 accounts
Employees
4
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 24, 2009
- Principal office
- 15400 BOONES FERRY RD., SUITE 201, LAKE OSWEGO, OR, 97035
- Phone
- 503-684-0100
- Website
- HTTP://VERGEPOINTE.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $283.3M
- Discretionary AUM
- $281.2M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 214
- Non-discretionary accounts
- 1
- Total accounts
- 215
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $725K |
| High net worth individuals | 80 | $214.6M |
| Pooled investment vehicles | 8 | $62.4M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 18 | $3.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.