Verical Wealth Management
Verical Wealth Management (CRD# 154953) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $6,948,422 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts31ACCOUNTS
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Average Account Value$224,143
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
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.
VA
Financial Advisors at Verical Wealth Management
1
Mark Shelby (CRD# 5304995) is an Investment Advisor Representative working at Verical Wealth Management in Virginia Beach, VA and has over 11 years of experience in the finance industry.
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