VERIDAN WEALTH

Overview

Veridan Wealth operates as an independent registered investment adviser organized as an LLC. The firm focuses on individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible—Veridan charges a percentage of assets under management and also uses hourly and fixed-fee engagements for planning or advisory projects. On the investment side Veridan demonstrates a clear equity bias. Its filings show a dominant allocation to exchange-traded equities and ETFs, while also maintaining access to actively managed mutual funds and a range of third‑party alternative managers. The firm acts as a capital allocator, sourcing and allocating to external alternative funds rather than relying solely on in‑house private strategies. Veridan is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices