|
⚲
|
| Keyboard |
| Veridan Wealth LLC
✚
|
|
|---|---|
| CRD # | 329666 |
| SEC # | 801-130309 |
| CIK # | 0002052405 |
| AUM | 667.2 M (2026-06-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-946-9733 |
| Address | 1742 Willamette Falls Dr West Linn, OR 97068 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rocket Companies Inc | 84.6 | ||
| Wells Fargo & Co/MN | 10.9 | ||
| iShares Comex Gold Trust | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 77.8 |
| (b) Individuals (high net worth individuals) | 95 | 587.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 724 | 667.2 |
| By Discretionary | ||
| Discretionary | 692 | 639.7 |
| Non-Discretionary | 32 | 27.5 |
| Total | 724 | 667.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 667.2 | |
| Total | 724 | 667.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052405] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Havenshare Financial LLC
✚
|
670.5 M | |
|
Lombard Advisers Incorporated
✚
|
MD | 669.8 M |
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 668.6 M |
|
Wealth Care LLC
✚
|
668.6 M | |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 668.6 M |
|
Oakwell Private Wealth Management LLC
✚
|
TX | 668.1 M |
|
Wealth Advisory Group Inc
✚
|
PA | 666.9 M |
|
Investors Research Corporation
✚
|
GA | 666.7 M |
|
Prestige Wealth Management Group LLC
✚
|
NJ | 666.4 M |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 666.4 M |