Veridan Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Veridan Wealth reports 232 clients. They include 137 individual clients and 95 high-net-worth individuals. Of its assets, 95.9% ($640M across 692 accounts) are managed with discretion; $27.5M across 32 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 12% |
| High-net-worth individuals | 41% | 88% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 137 | $77.8M | 11.7% | $568K |
| High-net-worth individuals | 95 | $588M | 88.1% | $6.19M |
| Charitable organizations | Fewer than 5 | $1.49M | 0.2% | — |
| Total | 232 | $667M | 100% | — |
- Clients
- 137
- Regulatory AUM
- $77.8M
- AUM share
- 11.7%
- Avg. per client
- $568K
- Clients
- 95
- Regulatory AUM
- $588M
- AUM share
- 88.1%
- Avg. per client
- $6.19M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.49M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 232
- Regulatory AUM
- $667M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Veridan Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fee of up to $500, or a flat fee of $500 to $25,000, set case by case in the signed consulting agreement.
- Retirement Plan Consulting
- Fee based on plan assets, not to exceed 0.50%, set case by case in the signed consulting agreement.
Laura Steagall-Cissell owns 50% to 75% of Veridan Wealth. Laura Steagall-Cissell is CEO. It has 5 employees, 4 of them in advisory roles.
Leadership
- Laura Steagall-CissellChief Executive Officer and Chief Compliance Officer
- Laura Steagall-CissellChief Executive Officer
- Patrick HaleyManaging Member and Wealth Advisor
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Dustin Fadenrecht
- Patrick J Haley
- Melody Kay Rice
- Laura Consuelo Steagall-Cissell
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Veridan Wealth LLC
Laura Steagall-Cissell
Control person · since May 2024
- Owns 50% to 75% of Veridan Wealth LLC
Patrick Haley
Control person · since May 2024
Veridan Wealth’s regulatory assets grew Infinity× from $0 (June 2024) to $667M (July 2026); employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $667M | 232 | 5 | 1 |
| May 2025 | $305M | 417 | 5 | 1 |
| June 2024 | $0 | 0 | 5 | 1 |
Besides its headquarters, Veridan Wealth has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 1742 Willamette Falls DR, West LinnHQ
Contact and registration details
- Legal name
- Veridan Wealth LLC
- Headquarters
- 1742 Willamette Falls DR, West Linn, OR 97068
- Website
- veridanwealth.com
- Phone
- 503-946-9733
- @veridan-wealth
- SEC file
- 801-130309
- Founded
- 2024
- Structure
- Delaware LLC
- Fiscal year end
- December
Veridan Wealth uses Fidelity ($667M) as custodian for its separately managed accounts. Veridan Wealth has custody of $547M in client assets for 189 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $667M100%
At year end, Veridan Wealth’s separately managed accounts were mostly in stocks (79%) and funds (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $294M across 86 positions; the largest are Rocket Cos Inc. (31.8%), Wells Fargo & CO (3.9%) and iShares TR (2.9%).
What the accounts hold
- Stocks79%
- Funds14%
- Registered funds13%
- Pooled vehicles1%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
Reported 13F holdings
- $294M
- Reported 13F value
- 86
- Positions
- 54.3%
- In the 10 largest
- +8.7%
- Value vs. prior quarter
- Rocket Cos Inc. · Com CL A31.8%
- Wells Fargo & CO3.9%
- iShares TR · Rus Tp200 GR ETF2.9%
- Vanguard World FD · Mega Cap Val ETF2.3%
- iShares TR · Rus Tp200 VL ETF2.3%
- iShares TR · Rus Top 200 ETF2.2%
- New York Life Investments ET · FTSE Intl Eqty C2.2%
- iShares TR · S&P 100 ETF2.2%
- Fidelity Covington Trust · Enhanced Intl2.2%
- iShares TR · MSCI Intl Moment2.2%
Together, the ten largest are 54.3% of reported value.
How many clients does Veridan Wealth have?
Veridan Wealth has 232 clients and manages $667 million for them, as of July 2026. They include 137 individual clients and 95 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Veridan Wealth offer?
Veridan Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Veridan Wealth use?
Veridan Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $667M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Veridan Wealth have?
Veridan Wealth has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Veridan Wealth invest in?
At the end of its last fiscal year, Veridan Wealth’s separately managed accounts held 79% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Veridan Wealth?
Veridan Wealth’s direct owners are Laura Steagall-Cissell (50% to 75%) and Patrick Haley (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Veridan Wealth get paid?
Veridan Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Veridan Wealth?
Veridan Wealth’s main office is at 1742 Willamette Falls DR, West Linn, OR 97068. Its phone number is 503-946-9733. Its website is veridanwealth.com.