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Detailed Report
NANCY LISTIAWAN
NANCY HOUANG
CRD#: 6160905
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Investment Adviser
VERA WEALTH LLCCRD#: 333522 1055 EAST COLORADO BOULEVARD
5TH FLOOR, #5207
PASADENA, CA 91106
Registration History
20132014201520162017201820192020202120222023202420252026IAVERA WEALTH LLC (CRD# 333522)2025 - Present (<1 year)IAAMI ASSET MANAGEMENT CORP (CRD# 110291)2013 - 2025 (11 years)
License(s)

State Registrations

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California 1/7/2025
Current Registration(s)
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VERA WEALTH LLC (CRD#:333522)
1055 EAST COLORADO BOULEVARD 5TH FLOOR, #5207, PASADENA, CA 91106
Registered with this firm since 1/7/2025
Previous Registration(s)
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 04/18/2013 - 01/02/2025 AMI ASSET MANAGEMENT CORP (CRD#:110291) LOS ANGELES, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.