VIRIDIAN WAY LLC

Overview

Viridian Way LLC is a privately held limited liability company offering financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm is individually owned and is not classified under a specific RIA category in the available records. Its advisory scope is limited in regulatory filings: it does not identify as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. The firm charges clients using a mix of fee models — percentage of AUM, hourly fees, and fixed fees — which suggests flexibility in engagement structures across comprehensive planning and portfolio services. Reporting indicates the adviser is not a pension consultant and does not list related-adviser arrangements.

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Location & Offices