VERITY WEALTH ADVISORS, LLC

Overview

Verity Wealth Advisors, LLC operates as an independent RIA focused on individual and family clients. The firm acts as a capital allocator: it builds core client portfolios with public funds and ETFs while selectively using outside managers and third‑party alternative managers for non‑core exposure. Advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, delivered under a mix of fee models (percentage of AUM, hourly, and fixed fees). Verity is not positioned as an ESG investor and is structured as an owner‑managed limited liability company that has been SEC‑registered since 2003. Investment posture favors diversified, fund‑based equity exposure as the foundation of client accounts, with a modest allocation to individual equities. The firm also sources and allocates capital to private market and real assets through external managers rather than direct operating platforms, reflecting a hybrid model of in‑house portfolio construction plus outsourced specialist access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices