VERIDAN WEALTH LLC
Legal name: VERIDAN WEALTH
CRD #329666 SEC #801-130309 WEST LINN, OR 503-946-9733
SEC Registered
Total AUM
$304.6M
Discretionary
$284.6M
Employees
5
Clients
0
Accounts
669
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $304.6M | $284.6M | $20M | 5 | 0 |
| May 2025 | $304.6M | $284.6M | $20M | 5 | 0 |
| Feb 2025 | $304.6M | $284.6M | $20M | 5 | 0 |
| Dec 2024 | $288.9M | $272.6M | $16.3M | 5 | 189 |
| Sep 2024 | $288.9M | $272.6M | $16.3M | 5 | 189 |
| Jun 2024 | $0 | $0 | $0 | 5 | 0 |
| May 2024 | $0 | $0 | $0 | 5 | 0 |
| Apr 2024 | $0 | $0 | $0 | 5 | 0 |
| Apr 2024 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$304.6M
Discretionary$284.6M
Non-Disc.$20M
Employees5
Clients0
DateMay 2025
Total AUM$304.6M
Discretionary$284.6M
Non-Disc.$20M
Employees5
Clients0
DateFeb 2025
Total AUM$304.6M
Discretionary$284.6M
Non-Disc.$20M
Employees5
Clients0
DateDec 2024
Total AUM$288.9M
Discretionary$272.6M
Non-Disc.$16.3M
Employees5
Clients189
DateSep 2024
Total AUM$288.9M
Discretionary$272.6M
Non-Disc.$16.3M
Employees5
Clients189
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0