Veridan Wealth LLC
● SEC registered since 2024CRD 329666SEC# 801-130309West Linn, OR
Reg. AUM
$667.2M
Employees
5
Accounts
724
Location
West Linn, OR
Veridan Wealth LLC assets under management
Veridan Wealth LLC operates as an SEC-registered investment adviser based in West Linn, OR. The firm has been registered since 2024. It reports $667.2 million in regulatory assets under management and employs 5 people.
Veridan Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Consuelo Steagall-Cissell Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2024 |
| Patrick J Haley Control | Managing Member And Wealth Advisor | 50-75% | 2024 |
Frequently asked questions
How much does Veridan Wealth LLC manage?
Veridan Wealth LLC reports $667.2 million in regulatory assets under management on its Form ADV.
How many employees does Veridan Wealth LLC have?
Veridan Wealth LLC reports 5 employees.
Where is Veridan Wealth LLC located?
Veridan Wealth LLC is based in West Linn, OR and has been SEC-registered since 2024.
Does Veridan Wealth LLC disclose fund performance?
Veridan Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1742 Willamette Falls Dr, West Linn, OR 97068 |
| Phone | 503-946-9733 |
| Fax | 503-946-9714 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$667.2M▲ 119%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$667.2Mregulatory AUM
Discretionary $639.7MNon-discretionary $27.5M