Vergepointe Wealth Management, LLC

Who works here

• CO
  Craig Jon Olson
• MV
  Matthew David Vance
• ST
  Scott Allan Theodorson
• SR
  Scott Jay Roberts

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Vergepointe Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

151425