VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES

RIASEC RegisteredEst. 2020

Total AUM

$24.2M

Discretionary

$24.2M

100% of AUM

Avg account

$133K

Accounts

181

Employees

Advisory reps

Firm details

Headquarters: MADRAS, Oregon
CRD number: 306768
Registered since: January 3, 2020
Website: veritas.biz-diagnostic.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals50.99%
HNWI49.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Veritas Bitcoin Strategies, LLC operates as a small, independent RIA that focuses on individual and family clients with a fee model based on a percentage of assets under management. The firm is SEC-registered since 2020 and also provides related services such as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and investor education through publications and seminars. It also conducts insurance and other financial product sales alongside advisory work. The firm acts as a capital allocator, meaning it places client capital with third‑party managers and funds in addition to directly managed portfolios. Digital currency exposure is an explicit component of the firm’s investment universe, and allocation decisions include both public funds and a range of private alternative strategies. Veritas Bitcoin Strategies is not identified as an active ESG investor.