Overview
Assets Under Management: $1.0 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 17
Average Client Assets: $59.6 million
Frequently Asked Questions
VERITA STRATEGIC WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335215), VERITA STRATEGIC WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
VERITA STRATEGIC WEALTH PARTNERS, LLC is headquartered in SAN FRANCISCO, CA.
VERITA STRATEGIC WEALTH PARTNERS, LLC serves 17 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, VERITA STRATEGIC WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VERITA STRATEGIC WEALTH PARTNERS, LLC manages $1.0 billion in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, VERITA STRATEGIC WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $59.6 million
Total Client Accounts: 17
Discretionary Accounts: 12
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 335215
Filing ID: 2075565
Last Filing Date: 2026-03-20 14:35:10