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VERGEPOINTE WEALTH MANAGEMENT, LLC

LAKE OSWEGO, OR · CRD 151425 · IAPD ↗ · vergepointe.com · 503-684-0100

$283.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — VERGEPOINTE WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.