VERIDIAN PRIVATE WEALTH MANAGEMENT

VERIDIAN PRIVATE WEALTH MANAGEMENT of WARRENVILLE, IL is an SEC-registered investment adviser (CRD 330270). Regulatory assets under management: $14.0M.

Registration

• CRD: 330270
• SEC file number: 801-129797
• Type: Registered investment adviser
• Location: 4320 WINFELD ROAD, SUITE 200, WARRENVILLE, IL, 60555
• Phone: 815-814-2763
• Latest filing: 2026-03-24
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 330270 on SEC IAPD (source of record)
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