Overview
Assets Under Management: $497 million
Headquarters: WEST CONSHOHOCKEN, PA
High-Net-Worth Clients: 2
Average Client Assets: $41.1 million
Frequently Asked Questions
VERDIS INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134445), VERDIS INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VERDIS INVESTMENT MANAGEMENT, LLC is headquartered in WEST CONSHOHOCKEN, PA.
VERDIS INVESTMENT MANAGEMENT, LLC serves 2 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, VERDIS INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VERDIS INVESTMENT MANAGEMENT, LLC manages $497 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, VERDIS INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.55%
Average Client Assets: $41.1 million
Total Client Accounts: 10
Discretionary Accounts: 10
Regulatory Filings
CRD Number: 134445
Filing ID: 2092606
Last Filing Date: 2026-04-07 16:56:02