Veridian Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning to high‑net‑worth individuals, families, trusts, estates, businesses, charitable organizations and qualified retirement plans. It manages roughly $14.0 million in discretionary assets across nine client relationships as a single‑advisor independent advisory practice.
Portfolios are custom‑built using a strategic asset allocation approach and are monitored and rebalanced as appropriate, with investment decisions informed by macroeconomic, fundamental, quantitative, qualitative and technical analysis. The firm evaluates clients’ goals, risk tolerance, tax circumstances and other holdings when designing portfolios and, with client approval, may use limited margin and options strategies; for retirement plans it also prepares investment policy statements, provides plan‑level and participant‑level advice, and conducts educational meetings.
What distinguishes the firm is the principal’s combined legal and financial planning credentials (J.D., CFP) and the stated ability to act in ERISA fiduciary roles (including Section 3(21) and 3(38) services), features that are uncommon among solo independent advisers. The firm’s practice emphasizes qualified‑plan consulting and a focus on HNW and institutional/plan clients rather than serving mass‑market non‑HNW individual clients, reflecting a boutique, specialized client mix.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.80% $6,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Fee-only: Annual advisory fees billed quarterly in arrears based on market value of AUM; fees negotiable; qualified plan consulting fees negotiated, up to 1.00% annually.
Main office
4320 Winfeld Road, Suite 200
Warrenville IL 60555
Advisors at this office
1
Most active in
Illinois
Also doing business as
Veridian · Veridian Private Wealth Management · Veridian Private Wealth Management LLC · Veridian Wealth · Vpwm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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