VERITAS WEALTH MANAGEMENT LLC
Doing business as VERITAS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$219,866,414
Discretionary
$213,866,414
Non-discretionary
$6,000,000
Firm details
- CRD number
- 341084
- SEC file number
- 801-136200
- Main office
- NORTH KINGSTOWN, RI, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://veritaswealthri.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.