Verdura Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Verdura Wealth Management is a small, independent advisory firm that serves individuals, high‑net‑worth clients, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, and pension/qualified‑plan consulting, and — like many independents — typically charges percentage‑of‑AUM fees for ongoing portfolio management.
The firm tailors portfolios to clients’ stated goals, time horizons and risk tolerances and describes use of multiple analysis methods (fundamental, technical, charting and cyclical) along with periodic rebalancing and tax‑loss harvesting reviews. It has authority to hire sub‑advisors or delegate model management, uses the Altruist model marketplace and custodian platform, and discloses the use of options and other strategies where appropriate.
What is notable for a firm of this size is its explicit offering of ERISA plan services as a limited‑scope 3(21) fiduciary for 401(k), 403(b), pension, profit‑sharing, cash‑balance and deferred compensation plans, including a defined list of excluded assets and flexible billing options. The firm is a single‑advisor practice with about $10.8 million in discretionary AUM, maintains an institutional relationship with its custodian that provides platform support tied to asset thresholds, and the advisor also maintains an insurance practice that generates separate commission income.
Client services
Expertise
Occupation focus
Fee options
ERISA Plan Services may include flat fees such as $500 in advance at engagement, $2,000 in arrears after six months, and $2,500 semi-annually in arrears or $1,250 quarterly in advance (fee negotiable, depending on plan size)
1% annually for discretionary direct asset management services
$250 per hour for financial planning services
Account minimum: $500,000
Main office
28175 Haggerty Rd.
Novi MI 48377
Advisors at this office
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)