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VERIDIAN PRIVATE WEALTH MANAGEMENT

WARRENVILLE, IL · CRD 330270 · IAPD ↗ · veridian-wealth.com · 815-814-2763

$100.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — VERIDIAN PRIVATE WEALTH MANAGEMENT (WARRENVILLE, IL) left the SEC roster (was $100.0M RAUM, 1 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
95
May 2024 — VERIDIAN PRIVATE WEALTH MANAGEMENT (WARRENVILLE, IL) is newly SEC-registered with $100.0M RAUM and 1 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.