Veritas Wealth Advisors, LLC

Overview

Veritas Wealth Advisors, LLC is an independent, individually owned registered investment adviser operating as an LLC that serves primarily individual and family clients. The firm combines portfolio management with financial planning and also acts as an insurance broker. Its fee arrangements are mixed—advisory compensation can include a percentage of assets under management, fixed fees, performance-based fees and other fee structures. Veritas does not self-identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant in the available filings. The firm lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives