Viridian Way LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Santa Clara, California
CRD number
335138
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Viridian Way LLC is a California-based limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is organized as an individually owned RIA-like advisory entity (owner type: individual) and operates under a fee model that can include a percentage of assets under management as well as hourly and fixed-fee arrangements. It does not identify as an ESG-focused manager, does not act as a capital allocator, and is classified as unclassified in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan Dearkland

    Ryan Dearkland

    Chief Compliance OfficerCRD 8048673

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Santa Clara, CA

Santa Clara

Location

Santa Clara, CA

Headquartered in Santa Clara, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
5201 Great America Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth