← Back to search
VERAISON ASSET MANAGEMENT, LLC
CRD 149196 · SEC 801-69879
220 NEWPORT CENTER DR, SUITE 11-502, NEWPORT BEACH, CA, 92660, United States
Phone
9494220489
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.0M
Discretionary AUM
$22.0M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Official SEC filing: View on IAPD