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| Veripax Wealth Management Inc
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|
|
|---|---|
| CRD # | 139663 |
| SEC # | 801-113371 |
| CIK # | |
| AUM | $230.5 MM (2023-03-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 916-358-5635 |
| Address | 101 Parkshore Dr, Ste 100 Folsom, CA 95630 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 28.8 |
| (b) Individuals (high net worth individuals) | 127 | 199.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,038 | 230.5 |
| By Discretionary | ||
| Discretionary | 1,010 | 229.7 |
| Non-Discretionary | 28 | 0.8 |
| Total | 1,038 | 230.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.5 | |
| Total | 1,038 | 230.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prudent Man Investment Management Inc
✚
|
CO | 0.2 |
|
Family Wealth Advisory Group LLC
✚
|
OH | 0.2 |
|
Feldman Jeffrey Mark
✚
|
NY | 0.2 |
|
GKV Capital Management Co Inc
✚
|
CA | 0.2 |
|
Canopy 360 Wealth LLC
✚
|
FL | 0.2 |
|
Peak Planning Group LLC
✚
|
CO | 0.2 |
|
Professional Financial Solutions LLC
✚
|
VA | 0.2 |
|
Mokosak Advisory Group LLC
✚
|
IA | 0.2 |
|
Beddow Capital Management Inc
✚
|
WY | 0.2 |
|
Agnello Financial Group Inc
✚
|
FL | 0.2 |