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VERIPAX WEALTH MANAGEMENT, INC.

FOLSOM, CA · CRD 139663 · IAPD ↗ · veripax.net · 916-358-5635

$342.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — VERIPAX WEALTH MANAGEMENT, INC. (FOLSOM, CA) left the SEC roster (was $342.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2024 — VERIPAX WEALTH MANAGEMENT, INC. reported RAUM up 26% ($230.5M -> $289.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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