# Vergepointe Wealth Management

Vergepointe Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** vergepointe.com

## Regulatory record

- **CRD number:** 151425
- **SEC file number:** 801-70579
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151425

## About

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.

## Questions

### 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.

### 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.

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- [Blueprint Investing LLC](https://altss.com/profile/blueprint-investing-llc)
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Last updated: 2026-07-11T13:46:16.000Z

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