Veda Wealth Management

Financial Services • 9300 Underwood Ave, Suite 300, United States • 1-10 Employees

Company overview

Headquarters	9300 Underwood Ave, Suite 300, Omaha, NE 68114, US
NAICS	52
Keywords	Wealth Management, Disability Insurance, Retirement Planning, Life Insurance, Business Planning, Financial Planning, Estate Planning, Long-Term Care, Education Funding, Investment Strategies, Income Annuities
Employees	1-10

Key Contact at Veda Wealth Management

Jordan Grady

Financial Advisor & Co-Founder

About Veda Wealth Management

The name "Veda" draws inspiration from the ancient Hindu scriptures, symbolizing knowledge, wisdom, and growth – values that serve as the foundation to our philosophy. The Vedas represent a timeless guide to navigating life's complexities, and just like these ancient texts, we believe financial planning should be an ongoing pursuit of knowledge and understanding. Veda Wealth Management translates this philosophy into practical action for you: Personalized Plans: We go beyond numbers, integrating your financial well-being with your overall life goals and values. We consider your family situation, career aspirations, and risk tolerance to build a comprehensive plan. Holistic Approach: We craft holistic strategies that seamlessly integrate risk management with investment strategies, ensuring your portfolio grows alongside your peace of mind. Empowerment: We believe in equipping you with the knowledge and confidence to make informed financial decisions. We prioritize transparency and clear communication, ensuring you understand every step of your financial journey.

Veda Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Veda Wealth Management has never raised funding before.

Frequently asked questions

Veda Wealth Management is located in 9300 Underwood Ave, Suite 300, US.

Veda Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Veda Wealth Management

Jordan Grady

Financial Advisor & Co-Founder

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