Verity Wealth Advisors, LLC
Firm details
- Headquarters
- Sausalito, California
- CRD number
- 126742
- Registered since
- May 1, 2003
- Website
- www.veritywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.08%
- Individuals3.92%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Verity Wealth Advisors, LLC is an independent, SEC-registered wealth advisory firm organized as an LLC and operating since 2003. The firm is owned privately (individual owner) and serves individual and family clients. It acts as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fee mix includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. Verity does not position itself as an ESG-focused or multi-state adviser, nor as a pension consultant or affiliated/related adviser.
Assets & Accounts
Public Holdings
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 Funds67%
- US Government Bonds11%
- Cash & Cash Equivalents9%
- Exchange Traded Equities8%
- State & Local Bonds3%
Contacts
2 of 2
Robert Oliver
OwnerCRD 2407919
Ryan Beckler
Investment Advisor RepresentativeCRD 5594229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$151M in ETFs
98%
$148M
1%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $46.1M | 124,452 | 30.49% |
Location
Sausalito, CA
Marin
Location
Sausalito, CA
Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 1 Harbor Dr
- Time zone
- PT (UTC-8)
- Office locations
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