# Vera Wealth LLC

> Vera Wealth LLC is a state-registered investment advisory firm in Pasadena, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 333522
- Filed as: VERA WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333522
- AdvisorCensus page: https://advisorcensus.com/firm/vera-wealth-llc-pasadena-ca-333522

## Quick answers

**How is Vera Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vera Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vera Wealth LLC located?**
Vera Wealth LLC's principal office is in Pasadena, CA, according to its Form ADV.

**Is Vera Wealth LLC registered with the SEC or a state?**
Vera Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333522.

**How much does Vera Wealth LLC manage?**
Vera Wealth LLC reports $4,821,571 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (95% discretionary).

**What types of clients does Vera Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Vera Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333522

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,821,571
- Discretionary: $4,569,424
- Non-discretionary: $252,147

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,508,003 |
| High net worth individuals | Fewer than 5 | $2,313,568 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- verawealth.net
- yelp.com/biz/vera-wealth-pasadena
- Instagram @verawealthllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vera Wealth LLC (CRD 333522): Form ADV filing data as of October 2026.