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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- RW
Renee Wahl
Director of Operations · Operations
EmailPhone - MV
Monish Verma
Founding Partner, CEO · Other
EmailPhone - JS
Jeane Silerio Koots
Sr Registered Client Associate · Customer/Client Service
EmailPhone - KF
Kory Frost
Senior Wealth Advisor & Co-cio · Other
EmailPhone - KF
Kory Frost
Senior Wealth Advisor & Co-cio · Other
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Vardhan Wealth Management
4 distinct titles indexed · top 4 shown.
- 2senior wealth advisor & co-cio
- 1director of operations
- 1founding partner, ceo
- 1sr registered client associate
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