A complete list of active advisors currently associated with Veridan Wealth

Warmer can help you find a great advisor at Veridan Wealth or one who fits your needs even better.

Veridan Wealth is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and charitable organizations, providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm reported approximately $667,215,443 in regulatory assets under management as of December 31, 2025, with most assets managed on a discretionary basis. The firm builds individualized portfolios that may include individual stocks, bonds, ETFs, options, mutual funds, private and alternative securities, and it may retain sub‑advisors to manage portions of client accounts while maintaining overall oversight. Veridan describes a multi‑method investment process—fundamental, technical, quantitative, cyclical and sector analysis—and discloses that it may use margin/borrowing in separately managed accounts and bills advisory fees on margined securities. Distinctive elements compared with many team firms include the combination of a relatively large AUM with a four‑adviser team, the recent addition of sub‑advisor relationships and transition assistance from its institutional custodian, and the advisors’ accumulation of multiple advanced professional credentials. The brochure also discloses certain personnel engage in other financial activities (for example, tax preparation and insurance licensing) that are provided separately from the firm’s advisory services.

To learn more about the advisors currently working at Veridan Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.