RIA Intel›Advisers›Washington›VIRIDIAN RIA, LLC

VIRIDIAN RIA, LLC

Advisory

N·BOTHELL, WA

Data as of Feb 18, 2022 · Source: SEC Form ADV

Total AUM

$809M

1-Year AUM Growth

+4.6%

3-Year CAGR

+14.4%

Employees

10

Assets Under Management

Total AUM$809M

Discretionary AUM$786M

Non-Discretionary AUM$23M

Discretionary %97.1%

Total Clients—

Team

Total Employees10

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingSep 11, 2014

Latest FilingFeb 18, 2022

🔒 Full AUM trend chart and 33 historical filings spanning 8+ 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 VIRIDIAN RIA, LLC

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