Veritas Wealth Management

Overview

Veritas Wealth Management is an independent, individually owned limited liability company that provides wealth management and financial planning primarily to individuals and families. The firm offers portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Veritas registers with the SEC (registration year shown as 2026) and does not position itself as a capital allocator. It reports no active ESG investing program and is not currently operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives