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Managing Member and Wealth Advisor · Veridan Wealth

Patrick J Haley

CRD 5173884 · Named on Form ADV at one SEC-registered adviser

At a glance

Veridan Wealth, an SEC-registered wealth manager based in West Linn, OR with $667 million in regulatory assets, lists Patrick J Haley on its Form ADV as Managing Member and Wealth Advisor, a control person.

Firms and roles

  • Veridan WealthManaging Member and Wealth AdvisorWealth manager · West Linn, OR · $667M in regulatory assets

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.