Investment adviser · CRD 330270
VERIDIAN PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
VERIDIAN PRIVATE WEALTH MANAGEMENT LLC
WARRENVILLE, IL, United States · Form ADV filed Apr 18, 2024
- Regulatory AUM
- $100M Form ADV · Item 5.F
- Client accounts
- 10 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 | 10 | $100,000,000 | 100.0% |
Filing source
Form ADV 1867677 · Apr 18, 2024 · 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: Apr 18, 2024. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
4320 WINFELD ROAD CANTERRA DEVELOPMENT, SUITE 200WARRENVILLE, IL, 60555, United States
CRD 330270
Filing source
Form ADV 1867677 · Apr 18, 2024 · 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.