VERGEPOINTE WEALTH MANAGEMENT, LLC

5285 Meadows Road
Suite 161
Lake Oswego, Oregon 97035
Tel: 503-684-0100

About VERGEPOINTE WEALTH MANAGEMENT, LLC

VERGEPOINTE WEALTH MANAGEMENT, LLC, formally registered with the SEC as VERGEPOINTE WEALTH MANAGEMENT, LLC. The firm was established in 09/24/2009. They have over 1 offices throughout the country.

VERGEPOINTE WEALTH MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $228,442,864 assets under management, offering retirement planning & investment advisory services to 181 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151425
SEC#	801-70579
Assets Managed by Firm	$228,442,864
No. of Clients	181
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	181	$228,442,864
Individuals (other than high net worth individuals)	13	$2,794,544
High net worth individuals	57	$165,027,491
Pension and profit sharing plans	Fewer than 5 clients	$1,349,999
Charitable organizations	5	$1,364,074

More Retirement Planning firms in Lake Oswego, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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