Veripax Wealth Management, Inc.

Veripax Wealth Management, Inc. (CRD# 139663) is a financial advisory firm headquartered in Folsom, CA. They manage $289,701,109 in 1,116 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $259,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Veripax Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jerry Verseput
CRD#: 5107727
101 Parkshore Dr., Ste 100, Folsom, CA 95630

Jerry Verseput (CRD# 5107727) is President and Principal Advisor working at Veripax Financial Management, LLC in Folsom, CA and has over 10 years of experience in the finance industry.  Mr. Verseput is a former engineering manager in the computer industry (Intel Corp), and approaches financial planning and investment management from both a practical and analytical standpoint.  Mr. Verseput has been widely quoted in a number of publications, including the Wall Street Journal, NY Times, and many financial magazines.

2
Brian C. Wells
CRD#: 4720429
101 Parkshore Dr., Ste 100, Folsom, CA 95630

Brian Wells (CRD# 4720429) is an Investment Advisor Representative working at Veripax Wealth Management, Inc. in Folsom, CA and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.