Overview
Assets Under Management: $136 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 28
Average Client Assets: $4 million
Frequently Asked Questions
VERITAS WEALTH MANAGEMENT, 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 #160600), VERITAS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VERITAS WEALTH MANAGEMENT, LLC is headquartered in SALT LAKE CITY, UT.
VERITAS WEALTH MANAGEMENT, LLC serves 28 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, VERITAS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VERITAS WEALTH MANAGEMENT, LLC manages $136 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, VERITAS WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 244
Discretionary Accounts: 243
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 160600
Filing ID: 2045122
Last Filing Date: 2026-02-09 11:52:55