VERIPAX WEALTH MANAGEMENT, INC.
Adviser information for VERIPAX WEALTH MANAGEMENT, INC. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,088 | $288.5M |
| Non-Discretionary | 28 | $1.2M |
| Total | 1,116 | $289.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 149 | $31.0M |
| HNW Individuals | 143 | $252.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $2.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-113371 |
|---|---|
| SEC ERA File Number | 801-113371 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139663 |
| Legal Entity Identifier | None |
Principal Office
101 PARKSHORE DR., STE 100FOLSOM
CA
United States
Monday - Friday, 8:00AM-5:00PM
Tel: 916-358-5635, Fax: 916-404-4279
Chief Compliance Officer
JERRY VERSEPUT
PRESIDENT
101 PARKSHORE DR
STE 100
FOLSOM
CA
United States
Tel:
916-358-5635
Fax:
916-404-4279
J*************@**********T
(Full email address available in API data)
Regulatory Contact
LORI NEIDEL
OUTSIDE COMPLIANCE PROVIDER
910 E. BROADWAY
STE 209
COLUMBIA
MO
United States
Tel:
5734168076
L***@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VERSEPUT, JERRY, ARNOLD | Individual | – | PRESIDENT, CCO | 07/2020 | > 75% |