Veritas Wealth Advisors, LLC

Overview

Veritas Wealth Advisors, LLC is an independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and also provides portfolio management for small businesses. Advisory services include financial planning and discretionary and non‑discretionary portfolio management. Veritas also operates as an insurance broker, and its fee schedule is mixed — percentage of AUM, fixed fees, performance‑based fees and other fee arrangements are used. The firm is not identified as an active ESG investor, does not market itself as a multi‑state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives