Veridian Private Wealth Management
Firm details
- Headquarters
- Warrenville, Illinois
- CRD number
- 330270
- Registered since
- April 17, 2024
- Website
- veridian-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97%
- Individuals3%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Veridian Private Wealth Management LLC is an Illinois-registered, fee-based wealth adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering portfolio management for individuals and small businesses along with pension consulting services. It identifies a law firm among its business activities, and it reports it is not a capital allocator and does not pursue ESG strategies. Services are billed as a percentage of assets under management.
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
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Warrenville, IL
Du Page
Location
Warrenville, IL
Headquartered in Warrenville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 4320 Winfield Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Retirement Portfolio Partners
RIAWarrenville, IL
Efficient Capital Management LLC
RIAWarrenville, IL
Patrick Capital Management
RIAGeneva, IL
Wealth Management Services,LLC
RIASpringfield, IL
Polaris Wealth Management, LLC
RIAFlossmoor, IL
Irontree Advisors LLC
RIAClifton, IL