VERIPAX WEALTH MANAGEMENT, INC.
VERIPAX WEALTH MANAGEMENT, INC. of FOLSOM, CA is an SEC-registered investment adviser (CRD 139663). Regulatory assets under management: $342.9M.
Registration
- CRD: 139663
- SEC file number: 801-113371
- Type: Registered investment adviser
- Location: 101 PARKSHORE DR., STE 100, FOLSOM, CA, 95630
- Phone: 916-358-5635
- Latest filing: 2025-04-01
- Regulatory AUM: $342.9M
- Discretionary AUM: $342.5M
- Non-discretionary AUM: $379K
- Clients: 4
- Accounts: 1,146
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Jerry Arnold Verseput | PRESIDENT, CCO | — |
| VERSEPUT JERRY ARNOLD | CCO; CCO, MANAGING MEMBER; PRESIDENT, CCO | — |
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