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VERA WEALTH LLC
CRD 333522
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD