Veritas Wealth Management LLC

Overview

Veritas Wealth Management LLC is a small, fee-based advisory firm organized as a limited liability company. The firm serves both individual and family clients as well as some institutional relationships, charging fees based on a percentage of assets under management. Its advisory work focuses on portfolio management for individuals and small businesses. In addition to acting as an investment adviser, Veritas performs broker-dealer registered representative activities and functions as an insurance broker. The firm does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant in the available record.

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Public Holdings

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Location & Offices