Vardhan Wealth Management
Company

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
Industry
Investment Management
Employees
5
Founded
2021
NAICS
Other Financial Investment Activities
Portfolio Management
All 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 Contact
Renee Wahl Director of Operations at Vardhan Wealth Management
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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
Email Phone
Jeane Silerio Koots Sr. Registered Client Associate at Vardhan Wealth Management
Email

Employees by Management Level

Executive 2 profiles
Director 1 profile
Senior / Lead 1 profile

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