Viridian Way LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm is categorized as an investment manager that primarily manages pooled vehicles or institutional assets and also offers portfolio management and financial planning services, along with a fractional CFO offering. It provides ongoing portfolio management and prepares written investment policy statements tailored to each client’s goals, risk tolerance, and time horizon.
The firm seeks discretionary authority to implement its strategies and describes its investment approach as combining fundamental analysis and modern portfolio theory with a long-term trading horizon. It generally limits investments to mutual funds, fixed income, equities, ETFs (including precious-metal ETFs), annuities, TIPS and commodities to construct diversified portfolios.
The firm’s business model includes hourly charging for financial planning in addition to the more common percentage-of-AUM fees, a billing approach that is less common among managers in this category. It also notes a single management person, reports no assets under management as of February 2025, does not participate in wrap fee programs, and does not accept performance-based fees.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Debt management
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Up to $20,000 fixed fee for financial planning
0.80% - 1.50%
$750 per hour
Main office location
Viridian Way LLC
5201 Great America Parkway, Suite 350
Santa Clara CA 95054, United States
Number of offices
1
Most active in
Viridian Way LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
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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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