Vera Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,821,571
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$370,890
About
Vera Wealth LLC serves individual clients, including some high-net-worth individuals, offering discretionary portfolio management alongside financial planning and estate-planning coordination. Relationships are established through written advisory agreements and the firm provides planning either on an ongoing (one-year minimum) or project basis.
The firm emphasizes a passive, long-term, asset-allocation approach—typically using domestic large-cap funds and ETFs—with monthly monitoring and rebalancing to keep portfolios aligned with client objectives. Financial planning and estate-planning recommendations are delivered on a non-discretionary basis; estate planning is coordinated through a third-party provider that can connect clients with attorneys but the firm does not provide legal advice directly.
A notable and relatively uncommon feature for a solo independent adviser is the firm’s provision of educational seminars and workshops, offered in-person or virtually and focused on general financial topics rather than individualized advice. The firm is newly formed and manages a small client base and modest assets under management, which may affect its operational scale compared with larger peers and could result in more direct, advisor-led services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Estate planning services
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Estate Planning Services typically charge a fixed fee of $1,250; Educational Workshops and Seminars fees are negotiable, generally a flat fee per event
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
$250 per hour, negotiable based on complexity
Main office location
Vera Wealth LLC
1055 East Colorado Boulevard, 5 Th Floor
Pasadena CA 91106, United States
Number of offices
1
Most active in
Vera Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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