VEDA FINANCIAL INVESTMENT ADVISORY

VEDA FINANCIAL INVESTMENT ADVISORY of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 173448). Regulatory assets under management: $55.0M.

Registration

• CRD: 173448
• Type: Registered investment adviser
• Location: 120 NEWPORT CENTER DR, NEWPORT BEACH, CA, 92660
• Phone: 6125628910
• Latest filing: 2026-01-06
• Regulatory AUM: $55.0M
• Discretionary AUM: $55.0M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173448 on SEC IAPD (source of record)
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