V
$19.0M Total AUM
$19.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-2018
- Office Locations
- 1
Office Locations
-- Cedar Park TX
About Versai Wealth Management LLC
Versai Wealth Management LLC is a Cedar Park-based RIA. The firm has been operating for 7 years. Managing $19.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$19.0M AVG AUM / ADVISOR
$633.3K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
M
MANUEL ENRIQUE RAMIREZ JR
Chief Compliance Officer, Managing Member
- CRD
- #4143431
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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