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VERIDAN WEALTH

VERIDAN WEALTH LLC

CRD 329666 · SEC 801-130309

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1742 WILLAMETTE FALLS DR, WEST LINN, OR, 97068, United States

Phone

503-946-9733

Fax

503-946-9714

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$667.2M

Discretionary AUM

$639.7M

Team

5 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals137$77.8M
High net worth individuals95$587.9M

States served

AZ, CA, OR, WA

All web addresses on file

Official SEC filing: View on IAPD