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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-07-2025
- Office Locations
- 1
Office Locations
About Vera Wealth LLC
Vera Wealth is a Pasadena, CA fiduciary advisory firm serving 1st-generation wealth builders and working professionals, with no account minimum. It provides comprehensive planning (cash flow/budgeting, insurance, tax, retirement, estate and college planning) alongside investment allocation and risk management across stocks, bonds and other strategies. The firm emphasizes an education-first, collaborative process, is Schwab-custodied, and has been featured in outlets such as Investopedia and MarketWatch.
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Owner & Executives
NANCY LISTIAWAN
Chief Compliance Officer, FOUNDER
- CRD
- #6160905
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,569,424 | -- |
| Non-Discretionary | $252,147 | -- |
| Total | $4,821,571 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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