Veritas Private Wealth Management
Firm details
- Headquarters
- Franklin, Tennessee
- CRD number
- 339867
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Veritas Private Wealth Management is a small, individually owned limited liability company that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is not positioned as a multi-state or pension consultant adviser. Its regulatory filing classifies the firm as unclassified, and it does not identify itself as a capital allocator or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Jared Todd
Managing Director and Senior Financial AdvisorCRD 6491470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Franklin, TN
Williamson
Location
Franklin, TN
Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 2550 Meridian Blvd
- Time zone
- CT (UTC-6)
- Office locations
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