Verdura Wealth Management, LLC
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 326847
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.95%
- HNWI43.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Verdura Wealth Management, LLC is an independent, owner-operated registered investment adviser focused on serving individual and family clients. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management for individuals and small businesses, along with pension consulting and selection of other advisers when appropriate. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Verdura does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents11%
- Exchange Traded Equities1%
Owners & executives
1 of 1Jeffrey Guy
Chief Compliance OfficerCRD 4614128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 28175 Haggerty Rd
- Time zone
- ET (UTC-5)
- Office locations
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