Fee-only adviser · West Linn, OR
Veridan Wealth
Veridan Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Linn, Oregon. On its latest Form ADV, filed July 7, 2026, it reports $667M in regulatory assets under management, 232 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 329666 · SEC file 801-130309 |
| Office | 1742 Willamette Falls DR West Linn, OR 97068 |
| Phone | (503) 946-9733 |
| Website | veridanwealth.com |
| Regulatory assets under management | $667M ($640M discretionary) |
| Individual clients | 137 non-high-net-worth, 95 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Linn
- Etesian Wealth Advisors, Inc. $503M
- Lookahead Wealth LLC $45M
- Pacific Coast Investment Advisors, LLC $122M
See all 4 fee-only advisers in West Linn →
Nearby
- Gladstone 1 firm
- Tualatin 2 firms
- Lake Oswego 34 firms
- Wilsonville 2 firms
- Milwaukie 1 firm
- Oregon City 3 firms
- Clackamas 6 firms
- Tigard 4 firms
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