VERVE MANAGEMENT GROUP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
320732

Firm profile

FINTRX

Overview

Verve Management Group LLC is organized as a limited liability company and is recorded in FINTRX as owned by a combination of a domestic entity and an individual. The database does not supply an SEC registration year and classifies the firm as "Unclassified." Several governance and operating flags are negative: FINTRX does not list Verve as a capital allocator, a multi-state adviser, a pension consultant, a related adviser, or an active ESG investor. FINTRX fields for the firm's client base, fee schedule, and detailed advisory activities are not populated, so public records provide little color on the types of clients it targets or the day-to-day advisory services it offers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • CONOR NEU

    Chief Investment Officer & Co-FounderCRD 6310711

  • William Wilkerson

    Chief Operating OfficerCRD 7531356

Contacts

2 of 2
  • Jaime Irvine

    Managing PartnerCRD 7896389

  • Michael Neu

    Managing PartnerCRD 7531209

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
4616 25th Ave NE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth