V
Verdura Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,302,687
Clients
32
9% 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
32
TypicalAverage account size
$321,959
About
Verdura Wealth Management is a small, independent advisory firm that serves individual and high‑net‑worth clients as well as plan sponsors, offering discretionary asset management, comprehensive financial planning, and retirement-plan services. The firm provides ongoing portfolio management for individuals and also supports qualified retirement plans, including 401(k), 403(b), pension, cash‑balance and profit‑sharing arrangements.
The firm implements client‑specific investment programs based on documented goals, time horizons and risk tolerances, using a mix of fundamental, technical, charting and cyclical analysis and exercising discretionary trading authority when agreed. It may engage third‑party sub‑advisors to manage portions of client assets and offers financial planning both as part of advisory relationships (sometimes provided at no additional cost) and as separate hourly engagements with plans delivered contingent on timely client documentation.
What is most distinctive is the firm’s pension consulting practice: it serves as a limited‑scope ERISA 3(21) fiduciary for retirement plans, a service that is relatively uncommon among solo independent advisors. The firm also maintains an institutional relationship with its required custodian platform and receives technology and support benefits, and the principal operates an affiliated insurance business that earns commissions — all of which are disclosed as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
Wealth management
College savings (529s, UTMA, etc.)
Fee options
ERISA plan services include flat fees: $500 in advance at engagement, $2,000 in arrears after six months, and $2,500 semi-annually in arrears thereafter or $1,250 quarterly in advance.
Up to $1,000,000 - $1,000,000: 1.0% Over $1,000,000+: 1.0%
Investment Advisor Representatives receive commissions from sales of investment related products such as insurance.
$250 per hour for financial planning services.
Account minimum: $500,000
Main office location
Verdura Wealth Management, LLC
28175 Haggerty Rd.
Novi MI 48377, United States
Number of offices
1
Most active in
Verdura Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
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:
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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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