Investment adviser · CRD 329666
VERIDAN WEALTH
Investment adviser filing (IA)
VERIDAN WEALTH LLC
WEST LINN, OR, United States · Form ADV filed Jul 7, 2026
- Regulatory AUM
- $667M Form ADV · Item 5.F
- Client accounts
- 724 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 95 | $587,920,316 | 88.1% |
| Individuals | 137 | $77,806,051 | 11.7% |
| Charities | Fewer than 5 | $1,489,076 | 0.2% |
Filing source
Form ADV 2118097 · Jul 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1742 WILLAMETTE FALLS DRWEST LINN, OR, 97068, United States
CRD 329666
Filing source
Form ADV 2118097 · Jul 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.