← Tributary

VERDIS INVESTMENT MANAGEMENT, LLC

WEST CONSHOHOCKEN, PA · CRD 134445 · IAPD ↗ · verdisinvestment.com · 610-397-1600

$497.0MRegulatory AUM
6Advisory reps
11Employees
0Clients
1-10Planning clients
7Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — VERDIS INVESTMENT MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.