Verdi Wealth Management Employee Directory

Financial ServicesIdaho, United States2-10 Employees

Verdi Wealth Management is a financial services firm serving individuals, families, and institutions with the goal of helping them reach their financial objectives over nearly three decades. Its advisers provide a broad suite of services, including investment management, estate planning, and tax planning and preparation. The firm emphasizes a client-centered approach focused on clear, easily articulated plans that clients can describe in about a minute.

Based in Boise, Idaho, the firm operates with a small professional team. Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser, while tax and accounting services are provided by River City Accountants, PLLC and are separate from Commonwealth. Regulatory notes indicate that associated advisers may discuss or transact only with residents of states in which they are registered.

Find Verdi Wealth Management employees' phone numbers or email addresses

Verdi Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Verdi Wealth Management's Leadership

  • Stylized image of a person
    M. M.
    Partner/Senior Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. W. G.
    Partner/Wealth Advisor
    Phone icon
  • Stylized image of a person
    M. W.
    Director Of Operations
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  • Stylized image of a person
    J. D.
    Property Manager
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  • Stylized image of a person
    R. D.
    Cpa
    Phone icon
  • Stylized image of a person
    R. B.
    Licensed Realtor In Az And Wa State
    Phone icon

Verdi Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Verdi Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    Partner/Senior Portfolio Manager
    Phone icon
    May 29, 2026
  • Stylized image of a person
    J. W. G.
    Partner/Wealth Advisor
    Phone icon
    United StatesIdaho
    Jul 31, 2024
  • Stylized image of a person
    M. W.
    Director Of Operations
    Phone icon
    United StatesIdaho
    May 31, 2026
  • Stylized image of a person
    J. D.
    Property Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. D.
    Cpa
    Phone icon
    United StatesIdaho
    Apr 01, 2024
  • Stylized image of a person
    R. B.
    Licensed Realtor In Az And Wa State
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Verdi Wealth Management known for?

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Verdi Wealth Management was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 412 East Parkcenter Boulevard Boise, Idaho 83706 United States; you can contact the main corporate office by phone at . Explore Verdi Wealth Management's company overview page for more information.

What is Verdi Wealth Management's most common email format?

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Verdi Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Verdi Wealth Management email formats with LeadIQ.

How many employees does Verdi Wealth Management have currently?

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Verdi Wealth Management has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Verdi Wealth Management's key employees and leadership?

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As of April 2026, Verdi Wealth Management's key employees include:

  • Partner/Senior Portfolio Manager: M. M.
  • Partner/Wealth Advisor: J. W. G.
  • Director Of Operations: M. W.
  • Property Manager: J. D.
  • Cpa: R. D.

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