Versai Wealth Management LLC

Overview

Versai Wealth Management LLC is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it also acts as an “other financial product” salesperson. Its fee arrangements combine a percentage-of-assets model with hourly billing for services. The adviser does not present itself as an ESG-focused manager, and it is not identified as a multi-state or pension consultant. The firm is small and not described as a capital allocator or a related-adviser network; its client focus and service model point toward personalized planning and portfolio work rather than institutional or large-scale fund selection.

Assets & Accounts

Public Holdings

Investments & Alternatives