Veritas Bitcoin Strategies, LLC Dba Veritas Bitcoin Strategies

RIAState 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 (dba Veritas Bitcoin Strategies) is an Oregon-registered independent RIA organized as a limited liability company. The firm serves individual and family clients and operates with an owner-type listed as an individual. Its advisory practice combines portfolio management for individuals and small businesses with financial planning, selection of other advisers, and client education through newsletters and workshops. The firm also conducts insurance brokerage and other financial product sales as part of its business activities and charges fees based on a percentage of assets under management.