VERIPAX WEALTH MANAGEMENT, INC.
CRD #139663 SEC #801-113371 FOLSOM, CA 916-358-5635
SEC Registered
Total AUM
$342.9M
Discretionary
$342.5M
Employees
4
Clients
101
Accounts
1,146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $342.9M | $342.5M | $378.8K | 4 | 0 |
| Mar 2025 | $342.9M | $342.5M | $378.8K | 4 | 0 |
| Mar 2024 | $289.7M | $288.5M | $1.2M | 3 | 0 |
| Mar 2023 | $230.5M | $229.7M | $827.8K | 3 | 276 |
| Mar 2022 | $221.3M | $220.7M | $579.4K | 3 | 0 |
| Apr 2021 | $195.7M | $195.3M | $379.5K | 3 | 0 |
| Mar 2021 | $195.7M | $195.3M | $379.5K | 3 | 0 |
| May 2020 | $175.1M | $173.8M | $1.3M | 3 | 226 |
| Mar 2020 | $175.1M | $173.8M | $1.3M | 3 | 226 |
| Mar 2019 | $146.4M | $146.4M | $0 | 3 | 200 |
| Jun 2018 | $131.9M | $131.9M | $0 | 2 | 0 |
| May 2018 | $131.9M | $131.9M | $0 | 2 | 0 |
| Apr 2013 | $43.2M | $43.2M | $0 | 1 | 26 |
| Jul 2012 | $34M | $34M | $0 | 1 | 26 |
| Jul 2012 | $34M | $34M | $0 | 1 | 26 |
| Jul 2012 | $34M | $34M | $0 | 1 | 26 |
| Jul 2012 | $34M | $34M | $0 | 1 | 26 |
DateApr 2025
Total AUM$342.9M
Discretionary$342.5M
Non-Disc.$378.8K
Employees4
Clients0
DateMar 2025
Total AUM$342.9M
Discretionary$342.5M
Non-Disc.$378.8K
Employees4
Clients0
DateMar 2024
Total AUM$289.7M
Discretionary$288.5M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2023
Total AUM$230.5M
Discretionary$229.7M
Non-Disc.$827.8K
Employees3
Clients276
DateMar 2022
Total AUM$221.3M
Discretionary$220.7M
Non-Disc.$579.4K
Employees3
Clients0
DateApr 2021
Total AUM$195.7M
Discretionary$195.3M
Non-Disc.$379.5K
Employees3
Clients0
DateMar 2021
Total AUM$195.7M
Discretionary$195.3M
Non-Disc.$379.5K
Employees3
Clients0
DateMay 2020
Total AUM$175.1M
Discretionary$173.8M
Non-Disc.$1.3M
Employees3
Clients226
DateMar 2020
Total AUM$175.1M
Discretionary$173.8M
Non-Disc.$1.3M
Employees3
Clients226
DateMar 2019
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees3
Clients200
DateJun 2018
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2013
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26