Versai Wealth Management LLC
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About
Versai Wealth Management LLC provides discretionary portfolio management and financial planning to individual clients, including high‑net‑worth individuals. The firm is a single‑adviser practice that manages roughly $19 million across about 30 client relationships and offers ongoing portfolio management alongside one‑time or hourly financial planning engagements.
The adviser prepares an Investment Policy Statement for each client and typically manages accounts on a discretionary basis, applying a broad set of analytical methods—fundamental, quantitative, technical, charting, cyclical and modern portfolio theory—to inform asset allocation and security selection. The firm implements strategies that include margin and options trading (covered, uncovered and spread strategies) and uses derivatives within separately managed accounts, a practice that is uncommon among independent peers.
Distinctive operational features noted in the brochure include a requirement that clients custody assets at Schwab Institutional and an explicit policy not to aggregate trades across multiple client accounts, which can affect execution outcomes. The sole adviser is also a licensed insurance agent who may offer commissionable insurance products, and the firm discloses receipt of third‑party custody and research benefits, each of which are identified as potential conflicts of interest.
Client services
Expertise
Fee options
Up to 2.00% annually
$200 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 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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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