RIA Intel›Advisers›California›RICHARD VEERMAN

RICHARD VEERMAN

Advisory

CA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in CA
#4,000
of 5,480 advisers by AUM
Average account
$2M
across 18 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CARLSON, WILLIAM NORMAN
BELMONT, CA
$28M
-9.4% 1Y
ECKEL FINANCIAL ADVISORS
FAIR OAKS, CA
$28M
CASEY THOMAS CLARK
NEWPORT BEACH, CA
$28M
0.0% 1Y
SOLOMON INVESTMENT CONSULTING, INC.
LOS ANGELES, CA
$28M
ELITE INVESTMENT TEAM LLC
SAN DIEGO, CA
$28M
KARL SCHORR WEALTH MANAGEMENT, LLC
MENIFEE, CA
$28M

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