{
  "crd_number": 329666,
  "slug": "veridan-wealth-west-linn-or-329666",
  "primary_business_name": "VERIDAN WEALTH",
  "legal_name": "VERIDAN WEALTH LLC",
  "dbas": [],
  "city": "West Linn",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-31",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-07",
  "carried_forward": false,
  "raum_total": 667215443.0,
  "raum_discretionary": 639724654.0,
  "raum_non_discretionary": 27490789.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1489076.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 77806051.0,
      "count": 137
    },
    "high_net_worth_individuals": {
      "raum": 587920316.0,
      "count": 95
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "OR",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/veridan-wealth",
    "https://veridanwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329666",
  "city_as_filed": "WEST LINN",
  "url": "https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666",
  "display_name": "Veridan Wealth",
  "summary": "Veridan Wealth is an SEC-registered investment advisory firm in West Linn, OR, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.",
  "citation": "AdvisorCensus. Veridan Wealth (CRD 329666): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Veridan Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Veridan Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Veridan Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated July 7, 2026 states: Flat fee: $500 to $25,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Veridan Wealth located?",
      "a": "Veridan Wealth's principal office is in West Linn, OR, according to its Form ADV."
    },
    {
      "q": "Is Veridan Wealth registered with the SEC or a state?",
      "a": "Veridan Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329666."
    },
    {
      "q": "How much does Veridan Wealth manage?",
      "a": "Veridan Wealth reports $667,215,443 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (96% discretionary)."
    },
    {
      "q": "How have Veridan Wealth's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Veridan Wealth: Regulatory assets under management: $288,948,743 in the October 2024 data and $667,215,443 in the October 2026 data, up 131%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Veridan Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (95)."
    },
    {
      "q": "Which custodians does Veridan Wealth use?",
      "a": "Veridan Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Veridan Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329666"
    },
    {
      "q": "What changed in Veridan Wealth's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $304,646,230 to $667,215,443 (+119%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 288948743.0,
      "total_employees": 5,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 304646230.0,
      "total_employees": 5,
      "filing_date": "2025-05-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 667215443.0,
      "total_employees": 5,
      "filing_date": "2026-07-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $304,646,230 to $667,215,443 (+119%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $25,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $25,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Flat fees range from $500 to $25,000. The fee-paying arrangements will be determined on a case-by-case basis"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Flat fees range from $500 to $25,000. The fee-paying arrangements will be determined on a case-by-case basis"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 137,
      "fewer_than_5": false,
      "raum": 77806051.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 95,
      "fewer_than_5": false,
      "raum": 587920316.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1489076.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329666",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}