Viridian Way LLC
Firm details
- Headquarters
- Santa Clara, California
- CRD number
- 335138
- Website
- viridianway.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Ryan Dearkland
Chief Compliance OfficerCRD 8048673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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