$140MM AUM | $1.2MM GDC in Folsom, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Folsom, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
250
Avg Client Age
55
Overview

Veripax Wealth Management is an independent, fee-only advisory firm established in 2006. We focus on investment management, retirement planning, risk management, insurance, and income generation. The principal, Jerry Verseput, is a former engineer and was a senior manager at Intel for 15 years. As a result, many of our clients are Intel employees and other technical professionals.

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