CRD: 330270
Veridian Private Wealth Management
$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-17-2024
- Office Locations
- 1
Office Locations
4320 Winfeld Road, Suite 200 Warrenville IL
About Veridian Private Wealth Management
Veridian Private Wealth Management is an independent, fee-only RIA in Warrenville, IL providing private wealth management and family office services. The firm delivers customized investment management alongside comprehensive planning—retirement, estate, 401(k) guidance, and tax planning—built around a client-first process. Clients access reporting through an Orion portal.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
A
Angela E Major Hart
Chief Compliance Officer, PRINCIPAL OWNER
- CRD
- #7062196
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,020,000 | $10,000,000 |
| Non-Discretionary | $0 | -- |
| Total | $14,020,000 | $10,000,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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