VERSAI WEALTH MANAGEMENT LLC

VERSAI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 297528). Regulatory assets under management: $19.0M.

Registration

• CRD: 297528
• Type: Registered investment adviser
• Phone: (512) 965-4953
• Latest filing: 2024-03-18
• Regulatory AUM: $19.0M
• Discretionary AUM: $19.0M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 297528 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search