Vere Global Wealth Management

Vere Global Wealth Management (CRD# 154312) is a financial advisory firm headquartered in Collierville, TN. They manage $76,548,000 in 606 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $126,317
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, PA, TN, TX

Financial Advisors at Vere Global Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Joshua J. Joiner
CRD#: 5561257
Houston, TX 77056
Joshua Joiner (CRD# 5561257) is an Investment Advisor Representative working at Vere Global Wealth Management in Houston, TX and has over 8 years of experience in the finance industry.
2
Andrew Schiro
CRD#: 2525229
Houston, TX 77056
Andrew Schiro (CRD# 2525229) is an Investment Advisor Representative working at Vere Global Wealth Management in Houston, TX and has over 23 years of experience in the finance industry.
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