V
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · American Funds · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-25-2023
- Office Locations
- 1
Office Locations
28175 Haggerty Rd. Novi MI
About Verdura Wealth Management, LLC
Verdura Wealth Management, LLC is a Novi-based RIA. The firm has been operating for 3 years. Managing $10.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and American Funds.
Team overview
43 AVG AGE
$10.3M AVG AUM / ADVISOR
$322.0K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
J
JEFFREY VERDURA GUY
Chief Compliance Officer, First Vice President, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Senior Financial Advisor
- CRD
- #4614128
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,302,687 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,302,687 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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