VERITAS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 160600
- Registered since
- March 11, 2026
- Website
- veritaswm.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.76%
- Individuals14.11%
- Charitable Organizations6.24%
- Pension & Profit Sharing Plans0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Veritas Wealth Management, LLC is an independent, single-owner registered investment adviser organized as an LLC. The firm is registered with the SEC (registration year listed as 2026) and bills itself primarily to individual and family clients on a percentage-of-AUM fee basis. It describes its role as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and reports an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds6%
- Exchange Traded Equities4%
Contacts
1 of 1TROY KNIGHTON
Partner, FounderCRD 6018337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 2180 S 1300 E
- Time zone
- MT (UTC-7)
- Office locations
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