VERDURA WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$10.3M

Discretionary

$10.3M

100% of AUM

Avg account

$191K

Accounts

Employees

Advisory reps

Firm details

Headquarters: NOVI, Michigan
CRD number: 326847
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.35%
Individuals42.65%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Verdura Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm functions as a capital allocator for individual and family clients, offering financial planning and discretionary portfolio management alongside services for small-business clients. Its advisory menu also includes pension consulting and the selection of other advisers, indicating it can build or outsource specialist exposures for clients who need them. Fee arrangements are flexible: Verdura charges a percentage of assets under management and also uses hourly and fixed-fee billing for certain engagements. The firm does not identify as an active ESG investor and is not described as operating across multiple states.