RIA Intel›Advisers›California›VERIPAX WEALTH MANAGEMENT, INC.

VERIPAX WEALTH MANAGEMENT, INC.

Advisory

N·FOLSOM, CA

Data as of Mar 21, 2024 · Source: SEC Form ADV

Total AUM

$343M

1-Year AUM Growth

+25.7%

3-Year CAGR

+14.0%

Employees

2

Assets Under Management

Total AUM$343M

Discretionary AUM$343M

Non-Discretionary AUM$379K

Discretionary %99.9%

Total Clients329

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingJul 2, 2012

Latest FilingMar 21, 2024

🔒 Full AUM trend chart and 15 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VERIPAX WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.