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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICE, MELODY, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| YASTE, TAELIM, HARRISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YASTE, TAELIM, HARRISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VERIDAN HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| VERIDAN HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| HALEY, PATRICK, J | I | MANAGING MEMBER AND WEALTH ADVISOR | D | Control |
| HALEY, PATRICK, J | I | MANAGING MEMBER AND WEALTH ADVISOR | D | Control |
| HALEY, PATRICK, J | I | MANAGING MEMBER AND WEALTH ADVISOR | D | Control |
| HALEY, PATRICK, J | I | MANAGING MEMBER AND WEALTH ADVISOR | D | Control |
| HALEY, PATRICK, J | I | MANAGING MEMBER AND WEALTH ADVISOR | D | Control |
| HALEY, PATRICK, J | I | MANAGING MEMBER AND WEALTH ADVISOR | D | Control |
| HALEY, PATRICK, J | I | MANAGING MEMBER AND WEALTH ADVISOR | D | Control |
| STEAGALL-CISSELL, LAURA, CONSUELO | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEAGALL-CISSELL, LAURA, CONSUELO | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEAGALL-CISSELL, LAURA, CONSUELO | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEAGALL-CISSELL, LAURA, CONSUELO | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEAGALL-CISSELL, LAURA, CONSUELO | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEAGALL-CISSELL, LAURA, CONSUELO | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEAGALL-CISSELL, LAURA, CONSUELO | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (4)
AZ CA OR WA
Address
1742 WILLAMETTE FALLS DRWEST LINN, OR 97068
United States
Phone: 503-946-9733