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VERIDAN WEALTH

WEST LINN, OR · CRD 329666 · IAPD ↗ · 503-946-9733

$667.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — VERIDAN WEALTH crossed $500M in regulatory AUM ($304.6M -> $667.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
March 2026 — VERIDAN WEALTH reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
October 2024 — VERIDAN WEALTH now reports custody of client assets ($101.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
October 2024 — VERIDAN WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2024 — VERIDAN WEALTH (WEST LINN, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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