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Vergepointe Wealth Management
Vergepointe Wealth Management is a registered investment advisor operating as a multi-family office in the United States.
Vergepointe Wealth Management
VergePointe Wealth Management, LLC is an SEC-registered investment adviser in Lake Oswego, OR, since 2009. The firm manages $283 million in assets, with $281 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What type of firm is Vergepointe Wealth Management?
Vergepointe Wealth Management is a registered investment advisor (RIA) that functions as a multi-family office, serving high-net-worth individuals and families with wealth management and financial planning services.
Who runs Vergepointe Wealth Management?
Public sources do not disclose the names of founding partners, CEOs, or investment decision-makers at Vergepointe Wealth Management. The firm's leadership structure is not observable in public records.
How does Vergepointe Wealth Management invest client capital?
The firm's investment strategy is not publicly detailed. As a multi-family office RIA, it likely constructs portfolios from a mix of asset classes including equities, fixed income, and alternatives, but no specific allocations, sectors, or deal examples are documented.
What assets does Vergepointe Wealth Management manage?
Vergepointe's assets under management are not publicly disclosed. No AUM band or estimate exists in any known source.
Where is Vergepointe Wealth Management headquartered?
Vergepointe Wealth Management is registered in the United States, but no specific city, state, or address has been confirmed through public records.
Is Vergepointe Wealth Management regulated as a fiduciary?
Yes, as a registered investment advisor (RIA) with the SEC or state regulatory body, Vergepointe is bound by fiduciary duties to act in clients' best interests, a key differentiator from broker-dealers.
Does Vergepointe Wealth Management make direct private investments?
There is no public evidence that Vergepointe engages in direct private equity or venture capital deals. The firm's observable profile points toward an advisory and portfolio management role rather than direct principal investing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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