Veridian Private Wealth Management
Firm details
- Headquarters
- Warrenville, Illinois
- CRD number
- 330270
- Registered since
- April 17, 2024
- 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 is an Illinois-based limited liability company that provides fee-based wealth management to individual and family clients. The firm is owned by an individual and lists its primary advisory work as portfolio management for individuals and small businesses; it also records pension consulting services among its activities while indicating it is not a pension consultant. Veridian operates out of a law-firm business platform and charges clients on a percentage-of-AUM basis. The firm does not position itself as an ESG investor or a multi-state adviser.
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%
Contacts
1 of 1
Angela Major Hart
Principal, Wealth StrategistCRD 7062196
Wealth 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
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