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Patrick J Haley

Managing Member And Wealth AdvisorVeridan Wealth LLCCRD 5173884

About Patrick J Haley

Patrick J Haley is listed as Managing Member And Wealth Advisor at Veridan Wealth LLC in West Linn, OR. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Veridan Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patrick J Haley work?

Patrick J Haley is listed as Managing Member And Wealth Advisor at Veridan Wealth LLC on SEC Form ADV.

How much of Veridan Wealth LLC does Patrick J Haley own?

Form ADV reports a beneficial ownership band of 50-75%.

Veridan Wealth LLC

TitleManaging Member And Wealth Advisor
Ownership50-75%
Control personYes
Since2024