Veridan Wealth
Veridan Wealth is an SEC-registered wealth manager in West Linn, OR with $667.2M assets under management (AUM, regulatory AUM), +119% over one year. See who owns Veridan Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329666, SEC 801-130309, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $667.2M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- West Linn, OR
- Employees
- 5
- Clients
- 232
- CRD
- 329666
- Ownership
- STEAGALL-CISSELL, LAURA, CONSUELO; VERIDAN HOLDINGS, LLC; RICE, MELODY, KAY; HALEY, PATRICK, J; YASTE, TAELIM, HARRISON
How much AUM does Veridan Wealth have?
Veridan Wealth reported $667.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Veridan Wealth?
Disclosed owners and executives of Veridan Wealth include STEAGALL-CISSELL, LAURA, CONSUELO, VERIDAN HOLDINGS, LLC, RICE, MELODY, KAY, HALEY, PATRICK, J, YASTE, TAELIM, HARRISON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.