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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2024
- Office Locations
- 1
Office Locations
About Veridan Wealth
Veridan Wealth is a registered investment adviser based in West Linn, OR, delivering financial and wealth planning, tax planning, and portfolio construction with ongoing investment management for individuals, families, and business owners/entrepreneurs. The firm’s portfolios skew heavily to ETFs and index funds, complemented by fixed income and select alternatives. Custody includes Fidelity/NFS, with a client portal on eMoney/EMA.
Team overview
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Owner & Executives
PATRICK J HALEY
Managing Member, WEALTH ADVISOR
- CRD
- #5173884
- Ownership
- 50% but less than 75%
LAURA CONSUELO STEAGALL-CISSELL
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1754909
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Dustin Fadenrecht
Wealth Advisor
- CRD
- #6463834
MELODY KAY RICE
Client Service Specialist
- CRD
- #4576732
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $639,724,654 | $924,458 |
| Non-Discretionary | $27,490,789 | $859,087 |
| Total | $667,215,443 | $921,568 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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