Managing Member · Vergepointe Wealth Management, LLC
Craig J. Olson
CRD 4086835 · Named on Form ADV at one SEC-registered adviser
At a glance
Vergepointe Wealth Management, LLC, an SEC-registered wealth manager based in Lake Oswego, OR with $283 million in regulatory assets, lists Craig J. Olson on its Form ADV as Managing Member, a control person.
Firms and roles
- Vergepointe Wealth Management, LLCManaging MemberWealth manager · Lake Oswego, OR · $283M in regulatory assets
AtlasMembers
Craig’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew D. VanceChief Compliance Officer/managing Member, Vergepointe Wealth Management, LLC
- Scott J. RobertsManaging Member, Vergepointe Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.