Angela Major Hart
Advisor at Veridian Private Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Veridian Private Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Warrenville, IL 60555
Credentials
CFP®, Series 63
Industry experience
4 years
Angela Major Hart is a CFP® professional with four years of industry experience, currently serving as the principal advisor at Veridian Private Wealth Management. She has held previous roles at Byline Bank, Northern Trust Securities, Northern Trust Bank, and First Midwest Bank. Ms. Hart is also a licensed attorney and an active member of the Illinois Bar. Veridian Private Wealth Management offers discretionary investment management and qualified retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, charities, and employee benefit plans. The firm employs a strategic asset allocation framework with a proprietary methodology emphasizing diversification and provides ERISA fiduciary services uncommon among independent advisors.
Based on Veridian Private Wealth Management
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.80% $6,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Fee-only: Annual advisory fees billed quarterly in arrears based on market value of AUM; fees negotiable; qualified plan consulting fees negotiated, up to 1.00% annually.
4320 Winfeld Road, Suite 200
Warrenville, IL 60555
Illinois
Veridian Private Wealth Management LLC
2024 - Present (2 years)
Byline Bank
2021 - 2024 (3 years)
Byline Bank
2021 - 2024 (3 years)
Northern Trust Securities, Inc.
2019 - 2021 (2 years)
Northern Trust Bank
2018 - 2021 (3 years)
None
2018 - 2018 (1 year)
First Midwest Bank
2010 - 2018 (8 years)
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