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Veripax Wealth Management, Inc.

CRD 139663SEC# 801-113371Folsom, CA
Export (members)
No longer SEC-registered. Veripax Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$342.9M
Employees
4
Accounts
1,146
Location
Folsom, CA

Veripax Wealth Management, Inc. assets under management

Veripax Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Folsom, CA. It reports $342.9 million in regulatory assets under management and employs 4 people.

Veripax Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jerry Arnold Verseput ControlPresident, CcoOver 75%2020

Frequently asked questions

How much does Veripax Wealth Management, Inc. manage?

Veripax Wealth Management, Inc. reports $342.9 million in regulatory assets under management on its Form ADV.

How many employees does Veripax Wealth Management, Inc. have?

Veripax Wealth Management, Inc. reports 4 employees.

Where is Veripax Wealth Management, Inc. located?

Veripax Wealth Management, Inc. is based in Folsom, CA.

Does Veripax Wealth Management, Inc. disclose fund performance?

Veripax Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Parkshore Dr., Ste 100, Folsom, CA 95630
Office hours8:00a.m.-5:00p.m.
Discloses disciplinary historyNo

Regulatory AUM

$342.9MNo change
Mar '25 — $342.9MApr '25 — $342.9MMay '25 — $342.9MJun '25 — $342.9MJul '25 — $342.9MAug '25 — $342.9MSep '25 — $342.9MOct '25 — $342.9MNov '25 — $342.9MDec '25 — $342.9MJan '26 — $342.9MFeb '26 — $342.9MMar '26 — $342.9MApr '26 — $342.9MMay '26 — $342.9MJun '26 — $342.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$342.9Mregulatory AUM
Discretionary $342.5MNon-discretionary $379K