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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OLSON, CRAIG, JON | I | MANAGIN MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGIN MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGIN MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGIN MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGIN MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGIN MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| OLSON, CRAIG, JON | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| PARROTT, BRAD, MICHAEL | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| ROBERTS, SCOTT, JAY | I | MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| VANCE, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (5)
CA NH OR TX WA
Address
15400 BOONES FERRY RD., SUITE 201LAKE OSWEGO, OR 97035
United States
Phone: 503-684-0100