# Veridian Private Wealth Management

> Veridian Private Wealth Management is a state-registered investment advisory firm in Warrenville, IL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 330270
- Filed as: VERIDIAN PRIVATE WEALTH MANAGEMENT
- Legal name: Veridian Private Wealth Management LLC
- Also doing business as: VERIDIAN, VERIDIAN PRIVATE WEALTH MANAGEMENT, VERIDIAN WEALTH, VPWM
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Warrenville, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330270
- AdvisorCensus page: https://advisorcensus.com/firm/veridian-private-wealth-management-warrenville-il-330270

## Quick answers

**How is Veridian Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Veridian Private Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Veridian Private Wealth Management located?**
Veridian Private Wealth Management's principal office is in Warrenville, IL, according to its Form ADV.

**Is Veridian Private Wealth Management registered with the SEC or a state?**
Veridian Private Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 330270.

**How much does Veridian Private Wealth Management manage?**
Veridian Private Wealth Management reports $14,020,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Veridian Private Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Veridian Private Wealth Management: Regulatory assets under management: $100,000,000 in the October 2024 data and $14,020,000 in the October 2026 data, down 86%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Veridian Private Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (3).

**Does Veridian Private Wealth Management 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/330270

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,020,000
- Discretionary: $14,020,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $420,000 |
| High net worth individuals | 6 | $13,600,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

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

### Websites listed on Form ADV (Item 1.I)
- veridian-wealth.com
- LinkedIn @angela-major-hart

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,000,000 | 1 | April 18, 2024 |
| October 2026 | $14,020,000 | 1 | March 24, 2026 |

Regulatory assets under management: $100,000,000 in the October 2024 data and $14,020,000 in the October 2026 data, down 86%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veridian Private Wealth Management (CRD 330270): Form ADV filing data as of October 2026.