Veritas Wealth Management

Overview

Veritas Wealth Management is organized as a limited liability company and is newly registered with the SEC in 2026. The firm is owned by an individual and is currently classified as unclassified in available records. Service offerings focus on financial planning and discretionary portfolio management for individuals and small businesses. Compensation arrangements include a percentage-of-AUM fee option alongside hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. It also is not designated as a capital allocator, which aligns with its stated use of third-party external managers for certain investment exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices