Advisor at Versai Wealth Management LLC
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.
Firm
Versai Wealth Management LLC
Location
Cedar Park, TX
Credentials
Series 63, Series 66
Industry experience
22 years
Manuel Ramirez is a financial advisor at Versai Wealth Management LLC in Cedar Park, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at B.B. Graham & Co. and Per Stirling Capital Management before founding his current firm in 2018. Ramirez is also a licensed insurance agent. Versai Wealth Management LLC is a single-advisor independent firm providing discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods for asset allocation and security selection and offers strategies including margin and options trading, with all client assets custodied at Schwab Institutional.
Up to 2.00% annually
$200 to $500 per hour
Cedar Park, TX
Louisiana · Texas
Versai Wealth Management LLC
2018 - Present (8 years)
B.B. Graham & Co.
2011 - 2017 (6 years)
Per Stirling Capital Management, LLC
2011 - 2018 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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