RIA Intel›Advisers›California›VERA WEALTH LLC

VERA WEALTH LLC

Advisory

PASADENA, CA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in CA
#4,941
of 5,480 advisers by AUM
Average account
$156K
across 31 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$5M
Discretionary %
94.8%
Clients
13
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$252K
Discretionary %94.8%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

JIMENEZ, JAMES ANTHONY
SAN JOSE, CA
$5M
YIELD GROWTH ADVISORS LLC
SAN DIEGO, CA
$5M
BUTRIMOVITZ, GERALD PAUL
$5M
THINK WEALTH, LLC
VALENCIA, CA
$5M
3DHWEALTH LLC
$5M
AMB FINANCIAL LLC
$5M

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