VERITA STRATEGIC WEALTH PARTNERS, LLC

Overview

Verita Strategic Wealth Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage-of-AUM schedule and the use of performance-based fees for some mandates. Verita is not an active ESG investor and does not describe itself as a multi-state or pension consultant adviser; it registered with the SEC in 2025 and is owned by an individual owner. The firm’s investment activity leans heavily toward private funds and external manager relationships: it sources and allocates capital to specialized third‑party managers across private equity, real estate, and private credit. That capital‑allocating approach, combined with adviser selection services, suggests Verita emphasizes manager due diligence and bespoke structuring for concentrated family and individual portfolios rather than a model driven only by in‑house long‑only public-market strategies.

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