VERITA STRATEGIC WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,012,849,398
Discretionary
$194,851,375
Non-discretionary
$817,998,023
Firm details
- CRD number
- 335215
- SEC file number
- 801-132313
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://www.veritawealth.com/
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.