Overview
Assets Under Management: $151 million
High-Net-Worth Clients: 32
Average Client Assets: $3.9 million
Frequently Asked Questions
VERITAS 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 #312247), VERITAS WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
VERITAS WEALTH PARTNERS, LLC serves 32 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, VERITAS WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VERITAS WEALTH PARTNERS, LLC manages $151 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, VERITAS WEALTH PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.97%
Average Client Assets: $3.9 million
Total Client Accounts: 123
Discretionary Accounts: 123
Regulatory Filings
CRD Number: 312247
Filing ID: 2069656
Last Filing Date: 2026-03-31 14:46:23