VERITAS WEALTH MANAGEMENT

Company Profile

As of Date 05/19/2026
ADV Location United States, OR
Websites
AUM* 24,162,912 18%
of that, discretionary 24,162,912 18%
Number of Employees 7 133%
of those in investment advisory functions 3 200%
Private Fund GAV* 0
Avg Account Size 133,497 26%
High Net Worth 17.54% 80%
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

16M 14M 11M 9M 7M 5M 2M
2019 2020 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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