Viridian Way LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Up to $20,000 fixed fee for financial planning
0.80% - 1.50%
$750 per hour
Main office
5201 Great America Parkway, Suite 350
Santa Clara CA 95054
Advisors at this office
1
Most active in
California
Also doing business as
Veridian Way LLC · Viridian Way LLC
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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