Veritas Wealth Partners, LLC

Overview

Veritas Wealth Partners, LLC is an independent registered investment adviser that focuses on advising individuals and families on wealth management and financial planning. SEC registration was established in 2021 and the firm is owned by an individual practitioner. Service lines emphasize tailored financial planning and discretionary portfolio management for both individual/small business clients and business or institutional clients. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements for planning or advisory engagements. Investment activity centers on equity-oriented portfolios delivered primarily through separately managed account structures. The firm is not identified as an active ESG investor and its snapshot flags it as not a multi-state adviser, even though it maintains a presence in multiple locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices