Falists
← Back to search

VERA WEALTH LLC

CRD 333522

Visit website

1055 EAST COLORADO BOULEVARD, 5TH FLOOR, PASADENA, CA, 91106, United States

Phone

(626) 219-0288

Fax

Registration

— (—)

Source

State registered

Total AUM

$4.8M

Discretionary AUM

$4.6M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsESTATE PLANNING SERVICES

Client types

TypeClientsAUM
Individuals13$2.5M

All web addresses on file

Official SEC filing: View on IAPD