Veridan Wealth
Firm details
- Headquarters
- West Linn, Oregon
- CRD number
- 329666
- Registered since
- May 31, 2024
- Website
- veridanwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.12%
- Individuals11.66%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Veridan Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm positions itself as a capital allocator for individual and family clients, combining fee models that include a percentage of AUM, hourly work, and fixed-fee engagements. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Veridan is not an active ESG investor and is described as an independent RIA under individual ownership.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities79%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 4
Melody Rice
Senior Client Service SpecialistCRD 4576732
Laura Steagall-cissell
Founding Partner, Senior Wealth AdvisorCRD 1754909
Patrick Haley
Wealth AdvisorCRD 5173884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Linn, OR
Clackamas
Location
West Linn, OR
Headquartered in West Linn, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 1742 Willamette Falls Dr
- Time zone
- PT (UTC-8)
- Office locations
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