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VERGEPOINTE WEALTH MANAGEMENT, LLC

Tel: 503-684-0100
5285 Meadows Road
Suite 161
Lake Oswego, Oregon  97035

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VERGEPOINTE WEALTH MANAGEMENT, LLC

VERGEPOINTE WEALTH MANAGEMENT, LLC is a Lake Oswego, Oregon based financial advisory firm with nearly $228,442,864 in assets under management and provides investment advisory services for 181 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

151425

SEC#:

801-70579

No. of Clients:

181

Assets under Management

$228,442,864

No. of Advisors:

4

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