| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Consuelo Steagall-Cissell Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2024 |
| Patrick J Haley Control | Managing Member And Wealth Advisor | 50-75% | 2024 |
Veridan Wealth LLC reports $304.6 million in regulatory assets under management on its Form ADV.
Veridan Wealth LLC reports 5 employees.
Veridan Wealth LLC is based in West Linn, OR and has been SEC-registered since 2024.
Veridan Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1742 Willamette Falls Dr, West Linn, OR 97068 |
| Phone | 503-946-9733 |
| Fax | 503-946-9714 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $284.6M |
| Non-discretionary | $20M |
| Total (RAUM) | $304.6M |