VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD #151425 SEC #801-70579 LAKE OSWEGO, OR 503-684-0100
SEC Registered
Total AUM
$259.9M
Discretionary
$258.3M
Employees
4
Clients
0
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $259.9M | $258.3M | $1.6M | 4 | 0 |
| Aug 2025 | $259.9M | $258.3M | $1.6M | 4 | 0 |
| Mar 2025 | $259.9M | $258.3M | $1.6M | 4 | 0 |
| Mar 2024 | $228.4M | $227.1M | $1.3M | 4 | 0 |
| Sep 2023 | $212.6M | $207.4M | $5.2M | 4 | 0 |
| Feb 2023 | $212.6M | $207.4M | $5.2M | 4 | 0 |
| Mar 2022 | $226.4M | $218.4M | $8M | 4 | 1 |
| Dec 2021 | $217.8M | $211.2M | $6.6M | 4 | 1 |
| Mar 2021 | $217.8M | $211.2M | $6.6M | 4 | 1 |
| Jun 2020 | $190.9M | $185.3M | $5.5M | 4 | 1 |
| Mar 2020 | $190.9M | $185.3M | $5.5M | 4 | 1 |
| Aug 2019 | $175.4M | $171.1M | $4.3M | 4 | 1 |
| Feb 2019 | $175.4M | $171.1M | $4.3M | 4 | 1 |
| Mar 2018 | $173.1M | $168.7M | $4.4M | 4 | 1 |
| Feb 2017 | $163.7M | $160M | $3.7M | 4 | 200 |
| Jan 2016 | $118.2M | $115.1M | $3.2M | 4 | 200 |
| Feb 2015 | $121.9M | $104.6M | $17.3M | 4 | 200 |
| Mar 2014 | $112.7M | $95.7M | $17M | 4 | 200 |
| Mar 2013 | $101.2M | $66.1M | $35.1M | 4 | 203 |
| Nov 2012 | $101.4M | $85.8M | $15.6M | 4 | 203 |
| Mar 2012 | $101.4M | $85.8M | $15.6M | 1 | 203 |
| Apr 2011 | $84.9M | $84.9M | $0 | 5 | -- |
| Apr 2011 | $84.9M | $84.9M | $0 | 5 | -- |
| Jan 2010 | $76.1M | $76.1M | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$259.9M
Discretionary$258.3M
Non-Disc.$1.6M
Employees4
Clients0
DateAug 2025
Total AUM$259.9M
Discretionary$258.3M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2025
Total AUM$259.9M
Discretionary$258.3M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2024
Total AUM$228.4M
Discretionary$227.1M
Non-Disc.$1.3M
Employees4
Clients0
DateSep 2023
Total AUM$212.6M
Discretionary$207.4M
Non-Disc.$5.2M
Employees4
Clients0
DateFeb 2023
Total AUM$212.6M
Discretionary$207.4M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2022
Total AUM$226.4M
Discretionary$218.4M
Non-Disc.$8M
Employees4
Clients1
DateDec 2021
Total AUM$217.8M
Discretionary$211.2M
Non-Disc.$6.6M
Employees4
Clients1
DateMar 2021
Total AUM$217.8M
Discretionary$211.2M
Non-Disc.$6.6M
Employees4
Clients1
DateJun 2020
Total AUM$190.9M
Discretionary$185.3M
Non-Disc.$5.5M
Employees4
Clients1
DateMar 2020
Total AUM$190.9M
Discretionary$185.3M
Non-Disc.$5.5M
Employees4
Clients1
DateAug 2019
Total AUM$175.4M
Discretionary$171.1M
Non-Disc.$4.3M
Employees4
Clients1
DateFeb 2019
Total AUM$175.4M
Discretionary$171.1M
Non-Disc.$4.3M
Employees4
Clients1
DateMar 2018
Total AUM$173.1M
Discretionary$168.7M
Non-Disc.$4.4M
Employees4
Clients1
DateFeb 2017
Total AUM$163.7M
Discretionary$160M
Non-Disc.$3.7M
Employees4
Clients200
DateJan 2016
Total AUM$118.2M
Discretionary$115.1M
Non-Disc.$3.2M
Employees4
Clients200
DateFeb 2015
Total AUM$121.9M
Discretionary$104.6M
Non-Disc.$17.3M
Employees4
Clients200
DateMar 2014
Total AUM$112.7M
Discretionary$95.7M
Non-Disc.$17M
Employees4
Clients200
DateMar 2013
Total AUM$101.2M
Discretionary$66.1M
Non-Disc.$35.1M
Employees4
Clients203
DateNov 2012
Total AUM$101.4M
Discretionary$85.8M
Non-Disc.$15.6M
Employees4
Clients203
DateMar 2012
Total AUM$101.4M
Discretionary$85.8M
Non-Disc.$15.6M
Employees1
Clients203
DateApr 2011
Total AUM$84.9M
Discretionary$84.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$84.9M
Discretionary$84.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--