VERITAS WEALTH MANAGEMENT
Firm details
- Headquarters
- NORTH KINGSTOWN, Rhode Island
- CRD number
- 341084
- Registered since
- May 7, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Veritas Wealth Management is a newly formed limited liability advisory firm that registered with the SEC in 2026. The firm is individually owned and positions itself to provide financial planning and portfolio management for individuals and small businesses while also acting as an insurance broker. Its compensation model is flexible, combining percentage-of-AUM fees with hourly and fixed-fee arrangements. Veritas is not reported to be an active ESG investor, it is not a multi-state adviser, and it does not list itself as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Thomas Abbood
Wealth AdvisorCRD 6335780
Michael Abbood
Co-Founder & Wealth AdvisorCRD 5430557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH KINGSTOWN, RI
WASHINGTON
Location
NORTH KINGSTOWN, RI
Headquartered in NORTH KINGSTOWN, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WASHINGTON
- Address
- 1130 Ten Rod Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WICKFORD WEALTH MANAGEMENT, LLC
RIANORTH KINGSTOWN, RI
LALLY WEALTH MANAGEMENT, LLC
RIANORTH KINGSTOWN, RI
TRUEFOCUS FINANCIAL PARTNERS
RIANORTH KINGSTOWN, RI
GREEN STREET WEALTH ADVISORY, LLC
RIANORTH KINGSTOWN, RI
ARLEN CAPITAL, LLC
RIAWARWICK, RI
NEWMAN DIGNAN & SHEERAR, INC
RIAPROVIDENCE, RI