VergePointe Wealth Management is a family office - multi based in Lake Oswego, United States, founded in 2002. Verified contact details, AUM data, and investment preferences on FindLPs.
By integrating wealth management with business and tax advice, VergePointe can develop a customized plan for achieving your family's financial objectives.
FindLPs holds verified direct email addresses and phone numbers for decision-makers at VergePointe Wealth Management. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.