VERACITY WEALTH MANAGEMENT LLC

Overview

Veracity Wealth Management LLC is an independent registered investment adviser operating as a limited liability company that serves primarily individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees, hourly fees and fixed fees. Its portfolio construction leans on pooled public funds and separately managed accounts, while also incorporating private-market and credit-oriented strategies to complement core holdings. The firm is not positioned as an ESG-focused manager and is not operating as a multi-state adviser. Veracity reports that its advisory relationships are discretionary, which indicates portfolio managers routinely implement allocations on clients’ behalf rather than acting only as planners or on a non-discretionary basis. Custody and trading take place through mainstream channels, with a large concentration at Charles Schwab & Co., Inc., supporting both mutual fund and direct-market activity when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices