Vergepointe Wealth Management LLC
Legal Name: VERGEPOINTE WEALTH MANAGEMENT, LLC
Full Contact Details
Vergepointe Wealth Management LLC
5285 MEADOWS ROAD, SUITE 161, LAKE OSWEGO, OR
503-684-0100
503-684-0102
Other Info
Vergepointe Wealth Management LLC, also known as Vergepointe Wealth Management, LLC, is an Oregon-based Limited Liability Company. The firm has a team of four employees, all of whom work in advisory roles, and one client. As per its SEC status, the firm is listed as Approved, and its registration dates back to September 24, 2009.
VergePointe — Working with Successful Entrepreneurs and High Net Worth Individuals
The VergePointe team of professional wealth advisors is dedicated to helping successful entrepreneurs, real estate investors and high net worth families.
Direct Owners
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BRAD MICHAEL PARROTT
MANAGING MEMBER owns more than 25% but less than 50%
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CRAIG JON OLSON
MANAGING MEMBER owns more than 25% but less than 50%
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MATTHEW DAVID VANCE
CHIEF COMPLIANCE OFFICER/MANAGING MEMBER owns more than 25% but less than 50%
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SCOTT JAY ROBERTS
MANAGING MEMBER owns more than 25% but less than 50%