Versai Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 297528
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.79%
- Individuals34.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Versai Wealth Management LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. With a commitment to transparency, Versai Wealth Management utilizes a fee structure based on a percentage of assets under management (AUM) and hourly charges, ensuring that clients understand the costs associated with their services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Manuel Ramirez
CCO, Managing DirectorCRD 4143431
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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