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VERIFIEDAnita Niefeldt
Viridian Wealth Management
10900 Research Blvd Ste 160C, Unit #2704
Austin, TX 78759
737-381-3540
About Viridian Wealth Management
Personalized financial planning and investment guidance for women and their families facing retirement, inheritance, divorce, widowhood, job change, and other major life changes.
See Disclosures
General Information
Firm Start Year
2024
No. of Employees
1
CRD#
5329067
Firm CRD#
5329067
Insurance License#
17047822
Years of Experience in Financial Services
21
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management
Services
Investment Types
Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Home, Our Office, Phone, Email, Your Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 63, Series 66, Series 6, Series 7
Insurance and Annuity Licenses
Life, Variable Annuity, Long Term Care, Annuity
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100000
Compensation Methods
Flat Fee, Based on Assets, Hourly
Fee % Based on Assets
1
Minimum Fee Charged for Managed Accounts
.70%
Minimum Fee Charged for Hourly Planning Accounts
1%
Education
MBA -
WHU Dusseldorf
09/01/2022 -09/30/2024
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893616/retirementplanning-Viridian-Wealth-Management-detailed-disclosure.html