VERA WEALTH LLC

Overview

Vera Wealth LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and supplements its client work with educational seminars and workshops. Fee arrangements are flexible — percentage of assets under management, hourly charges and fixed fees are all used depending on client needs. Investment activity centers on equity exposure: the firm shows a clear preference for exchange-traded equities and equities generally as the primary building blocks of client portfolios. Vera Wealth does not present itself as an active ESG investor and is not positioned as a capital allocator running proprietary private funds; instead it draws on third-party managers where alternatives are used. Given the small client base and asset base, the firm operates with a boutique, hands-on approach rather than a scale-driven model.

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Public Holdings

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Location & Offices