Versai Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Versai Wealth Management LLC is a small, independent investment adviser serving individual and high‑net‑worth clients with ongoing portfolio management and financial planning. The firm charges percentage‑of‑AUM fees for advisory services and provides Investment Policy Statements tailored to each client’s goals, time horizon, and risk tolerance.
The firm uses a mix of analytical approaches — including fundamental, technical, quantitative, and modern portfolio theory — and typically manages accounts on a discretionary basis. Its investment program can include long‑ and short‑term trading, margin transactions and options strategies (including covered, uncovered, and spread positions), reflecting the firm’s use of derivatives in separately managed accounts.
Notable distinctions include occasional, ancillary property management and construction‑oversight consulting offered only to existing advisory clients (the brochure discloses negotiated flat fees, hourly rates, and a historical reconstruction engagement billed at $272/hour for up to 698 hours, totaling $190,000). The firm also does not aggregate trades across client accounts, requires clients to custody assets at Schwab Institutional, and discloses that representatives act as licensed insurance agents and may offer commissionable insurance products, a potential conflict the firm discloses and manages.
Client services
Expertise
Fee options
Property management and construction oversight consulting: $500 to $15,000 per project
Up to 2.00% annually
Financial planning services: $200 to $500 per hour; Property management and construction oversight consulting: $100 to $500 per hour
Main office
Cedar Park TX
Advisors at this office
1
Most active in
Florida · Louisiana · 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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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”)