VERITAS PRIVATE WEALTH MANAGEMENT

Overview

Veritas Private Wealth Management is organized as a limited liability company with individual ownership and charges clients on a percentage-of-AUM basis. Its registered advisory activities center on portfolio management for individuals and small businesses and on selecting external advisers and managers on behalf of clients. The firm self-identifies as a capital allocator and does not list ESG investing as an active focus. According to the snapshot data, Veritas is not registered as a multistate adviser, does not present itself as a pension consultant, and is not listed as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives