Vardhan Wealth Management
Investment Management
27555 Executive Dr
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Vardhan Wealth Management Overview
- Headquarters
- 27555 Executive Dr
- Website
- www.vardhanwealth.com
- Industry
- Investment Management
- Employees
- 5
- Founded
- 2021
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Vardhan Wealth Management
Vardhan Wealth Management is an independent firm that helps successful families protect wealth and prosperity. We take a holistic, planning-based approach, embrace an open architecture philosophy and provide a disciplined and structured investment process to pursue consistent, long-term outcomes. Importantly, our independence frees us to pursue your best interests and fulfill our mission to provide the peace of mind to enjoy your successes and continue making a positive and lasting impact. Investment advisory and financial planning services offered by Investment Advisory Representatives through Summit Financial, LLC, ("Summit"), a SEC-Registered Investment Advisor, doing business as Vardhan Wealth Management. Securities brokerage offered by Registered Representatives through Private Client Services, ("PCS"), Member FINRA/SIPC. Summit and PCS are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We do not accept endorsements or recommendations.
Vardhan Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Vardhan Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Renee Wahl | Director of Operations at Vardhan Wealth Management | Farmington, Michigan, United States |
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| Kory Frost, Cfp® | Senior Wealth Advisor & Co-cio |
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|
| Monish Verma, Crps® | Founding Partner, CEO at Vardhan Wealth Management - Recognized as a Forbes Best-in-state Wealth Advisor (2025) - Official Member of Forbes Finance | Detroit Metropolitan Area, United States |
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Phone
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| Jeane Silerio Koots | Sr. Registered Client Associate at Vardhan Wealth Management | Pleasant Ridge, Michigan, United States |
Email
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Employees by Management Level
Executive
2 profiles
Director
1 profile
Senior / Lead
1 profile
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