# Veridan Wealth

> 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.

- CRD: 329666
- Filed as: VERIDAN WEALTH
- Legal name: Veridan Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Linn, OR
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329666
- AdvisorCensus page: https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666

## Quick answers

**How is Veridan Wealth compensated?**
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).

**How much does Veridan Wealth charge?**
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.

**Where is Veridan Wealth located?**
Veridan Wealth's principal office is in West Linn, OR, according to its Form ADV.

**Is Veridan Wealth registered with the SEC or a state?**
Veridan Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329666.

**How much does Veridan Wealth manage?**
Veridan Wealth reports $667,215,443 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (96% discretionary).

**How have Veridan Wealth's assets and staff changed since 2024?**
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.

**What types of clients does Veridan Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (95).

**Which custodians does Veridan Wealth use?**
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.

**Does Veridan Wealth report any disciplinary disclosures?**
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

**What changed in Veridan Wealth's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $304,646,230 to $667,215,443 (+119%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Flat fee: $500 to $25,000 (financial planning and consulting services)

> Flat fees range from $500 to $25,000. The fee-paying arrangements will be determined on a case-by-case basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $667,215,443
- Discretionary: $639,724,654
- Non-discretionary: $27,490,789

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $77,806,051 |
| High net worth individuals | 95 | $587,920,316 |
| Charitable organizations | Fewer than 5 | $1,489,076 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veridanwealth.com
- LinkedIn @veridan-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $288,948,743 | 5 | September 23, 2024 |
| October 2025 | $304,646,230 | 5 | May 2, 2025 |
| October 2026 | $667,215,443 | 5 | July 7, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $304,646,230 to $667,215,443 (+119%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veridan Wealth (CRD 329666): Form ADV filing data as of October 2026.