RIA Intelligence

VERIDIAN PRIVATE WEALTH MANAGEMENT LLC

Legal name: VERIDIAN PRIVATE WEALTH MANAGEMENT

CRD #330270 SEC #801-129797 WARRENVILLE, IL 815-814-2763
SEC Registered
Total AUM
$100M
Discretionary
$100M
Employees
1
Clients
0
Accounts
10

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 2, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Major Hart, Angela, EICCOE Control
Major Hart, Angela, EICCOE Control
Major Hart, Angela, EICCOE Control
Major Hart, Angela, EIPRINCIPAL OWNER AND CCOE Control
Major Hart, Angela, EIPRINCIPAL OWNER AND CCOE Control

Registrations

Federal

IA
Apr 2, 2024 REGISTERED

Notice Filings (1)

IL

Address

4320 WINFELD ROAD CANTERRA DEVELOPMENT, SUITE 200
WARRENVILLE, IL 60555
United States
Phone: 815-814-2763