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VERA LAKE CAPITAL, LLC

EDINA, MN · CRD 341142 · IAPD ↗ · 612-524-9165

$180.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — VERA LAKE CAPITAL, LLC now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
July 2026 — VERA LAKE CAPITAL, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
75
July 2026 — VERA LAKE CAPITAL, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
95
April 2026 — VERA LAKE CAPITAL, LLC (EDINA, MN) is newly SEC-registered (provisional 120-day approval) with $0 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.