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Building 2VERIPAX WEALTH MANAGEMENT, INC.

Map pinFOLSOM, CA
Phone916-358-5635
NotebookSEC #801-113371
Total AUM
$342.9M
Employees
4
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 PARKSHORE DR., STE 100
FOLSOM
CA 95630
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
916-358-5635

ReceiptFinancials

Total AUM
$342.9M
Accounts
1,146
Discretionary
$342.5M
Accounts
1,128
Non-Discretionary
$378.8K
Accounts
18

ContactClients

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Individual Clients
170
AUM
$36.5M
HNW Individual Clients
153
AUM
$299.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Corporation or Business Clients
5
AUM
$3.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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