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VERIPAX WEALTH MANAGEMENT, INC.
101 Parkshore Dr., Ste 100
Folsom, California 95630
Tel: 916-358-5635
About VERIPAX WEALTH MANAGEMENT, INC.
VERIPAX WEALTH MANAGEMENT, INC, formally registered with the SEC as VERIPAX WEALTH MANAGEMENT, INC. The firm was established in 05/31/2018. They have over 1 offices throughout the country.
VERIPAX WEALTH MANAGEMENT, INC. is a Folsom, California based Financial Planning firm with nearly $289,701,109 assets under management, offering retirement planning & investment advisory services to 1116 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139663 |
| SEC# | 801-113371 |
| Assets Managed by Firm | $289,701,109 |
| No. of Clients | 1116 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1116 | $289,701,109 |
| Individuals (other than high net worth individuals) | 149 | $30,969,049 |
| High net worth individuals | 143 | $252,619,367 |
| Pension and profit sharing plans | 1 | $3,215,682 |
| Corporations or other businesses | 5 | $2,897,011 |
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