CRD: 151425
Vergepointe Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-2009
- Office Locations
- 1
Office Locations
About Vergepointe Wealth Management, LLC
VergePointe Wealth Management is an Oregon-based advisory firm serving successful entrepreneurs and high net worth families with family-office style, customized guidance across their full balance sheet. The team invests in established private companies (buyouts/recaps/growth equity) and Portland metro real estate development alongside traditional portfolios, with custody commonly at Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CRAIG JON OLSON
Managing Member, Partner
- CRD
- #4086835
- Ownership
- 25% but less than 50%
SCOTT JAY ROBERTS
Managing Director, Managing Member
- CRD
- #4506090
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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SCOTT ALLAN THEODORSON
Wealth Operations Manager
- CRD
- #2165033
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,227,357 | $1,314,147 |
| Non-Discretionary | $2,096,735 | $2,096,735 |
| Total | $283,324,092 | $1,317,786 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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