VERIPAX WEALTH MANAGEMENT, INC.
Latest filing: Apr 01, 2025 (106 days ago)
AUM
$342,909,931
18% change vs. 1 year ago
55% change vs. 3 years ago
96% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
33% change vs. 1 year ago
33% change vs. 3 years ago
33% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
FOLSOM, CA
101 PARKSHORE DR., STE 100, FOLSOM, CA, UNITED STATES, 95630
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 170 | $0.0 |
| Average Individual AUM | $214,420 | |
| HNW | 153 | $0.3 |
| Average HNW AUM | $1,957,500 | |
| Retail Total | 323 | $0.3 |
| Average Retail AUM | $1,040,089 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 18% | $0.1 |
| Equity Non-Exch | 5% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 33% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 16% | $0.1 |
| Other Pools | 8% | $0.0 |
| Cash | 20% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN WELLS | FOLSOM | CA | S63|2005-12-26|S66|2013-07-19 | ||||||
| JERRY VERSEPUT | FOLSOM | CA | S65|2006-02-27 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 18% | 3 | 1 | 33% |
| 2023-04-04 | $0.2 | $0.1 | 49% | 3 | 1 | 33% |
| 2022-04-01 | $0.2 | $0.1 | 55% | 3 | 1 | 33% |
| 2021-04-05 | $0.2 | $0.1 | 75% | 3 | 1 | 33% |
| 2020-04-01 | $0.2 | $0.2 | 96% | 3 | 1 | 33% |
| 2019-04-01 | $0.1 | $0.2 | 134% | 3 | 1 | 33% |
| 2013-04-01 | $0.0 | $0.3 | 909% | 1 | 3 | 300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-06/14/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV