VERIDIAN PRIVATE WEALTH MANAGEMENT

Overview

Veridian Private Wealth Management is a small, SEC-registered investment adviser organized as a limited liability company that focuses on fee-based portfolio management for individuals and small businesses. The firm reports offering pension consulting services as part of its advisory suite, and lists a law firm among its business activities, which suggests experience working with professional-service clients or business-owner households. Investment posture is conservative and liquidity-focused: the firm’s filings show a near-total allocation to cash and cash equivalents, and it does not identify itself as an active ESG investor or a capital allocator. Veridian accesses third‑party managers for alternative strategies in some form, although no specific external managers are named on the filing.

Assets & Accounts

Investments & Alternatives

Location & Offices