WEST LINN, ORCRD 329666Latest ADV February 3, 2026
Veridan Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Linn, OR. Its latest Form ADV filing, dated February 3, 2026, reports $667M in regulatory assets under management, 5 employees, and 724 accounts.
Assets Under Management
$667M
Employees
5
Offices
--
Total Clients
232
Primary office
WEST LINN, OR
1742 WILLAMETTE FALLS DR, WEST LINN, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.1% of total clients.
Top client categories% of clientsClients
1
Individuals
59.1%
137
2
HNWI
40.9%
95
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$667Mas of February 3, 2026
Discretionary95.9%
$640M
96% of total RAUM95.9%
Non-discretionary4.1%
$27M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$667M
Total Accounts724
10Y AUM Change+$667M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.