Verdi Wealth Management
Financial Services • 
Boise, Idaho, United States • 1-10 Employees
Company overview
| Headquarters | 412 E Parkcenter Blvd, Boise, Idaho 83706, US |
| Phone number | +12083317858 |
| Websites | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Tax Planning, Insurance Planning, Trust Management, Education Planning, Retirement Planning, Estate Planning, Charitable Giving, Foundation Planning, Personal Investment Planning |
| Founded | 1990 |
| Employees | 1-10 |
| Socials |
Key Contact at Verdi Wealth Management
Mary Walker
Director of Operations
Verdi Wealth Management Email Formats
Verdi Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@verdiwealthplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@verdiwealthplanning.com | 100% |
About Verdi Wealth Management
We have been helping individuals, families, and institutions reach their financial goals for almost 30 years. Our advisors help clients with all aspects of their financial world, including investment management, estate planning, and tax planning and preparation. Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener. When you work with Verdi Wealth Management, we promise you will discover a level of advice & service that you never knew existed in a client-advisor relationship. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Verdi Wealth Management 412 E. Parkcenter Blvd. #325 Boise, ID 83706. 208-331-7858. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Verdi Wealth Management revenue & valuation
| Annual revenue | $8,230,090 |
| Revenue per employee | $1,647,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $26,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Verdi Wealth Management has never raised funding before.
Verdi Wealth Management Tech Stack
Discover the technologies and tools that power Verdi Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Reverse proxies
Miscellaneous
France
Australia
Netherlands
Frequently asked questions
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40,000 users
