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VERIDIAN PRIVATE WEALTH MANAGEMENT
VERIDIAN PRIVATE WEALTH MANAGEMENT LLC
CRD 330270 · SEC 801-129797
4320 WINFELD ROAD, SUITE 200, WARRENVILLE, IL, 60555, United States
Phone
815-814-2763
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $420K |
| High net worth individuals | 6 | $13.6M |
All web addresses on file
Official SEC filing: View on IAPD