Vera Wealth LLC

Overview

Vera Wealth LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm advises individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its compensation mix includes a percentage-of-AUM fee plus options for hourly and fixed-fee engagements. Regulatory and operational metadata in filings indicate Vera Wealth is not an active ESG investor, is not structured as a multi-state adviser, and does not function as a capital allocator or pension consultant. The adviser appears to rely on third-party investment managers where appropriate rather than originating external private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives