Veritas Wealth Management

RIASEC Registered

Total AUM

$220M

Discretionary

$214M

97% of AUM

Avg account

$331K

Accounts

665

Employees

4

Advisory reps

2

Firm details

Headquarters: North Kingstown, Rhode Island
CRD number: 341084
Registered since: May 7, 2026
Website: veritaswealthri.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.34%
Individuals28.66%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Veritas Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and focuses on serving individual and family clients, while also providing portfolio management for small businesses. Its advisory services emphasize financial planning and discretionary portfolio management; the firm charges a mix of percentage-of-AUM, hourly, and fixed fees. Veritas does not identify as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds75%
Exchange Traded Equities21%
Cash & Cash Equivalents2%
State & Local Bonds1%
Investment Grade Corp Bonds1%

Contacts

2 of 2

Thomas Abbood
Co-Founder & Wealth AdvisorCRD 6335780
Michael Abbood
Co-Founder & Wealth AdvisorCRD 5430557

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

North Kingstown, RI

Washington

Location

North Kingstown, RI

Headquartered in North Kingstown, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Washington
Address: 1130 Ten Rod Rd
Time zone: ET (UTC-5)
Office locations

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