VERITAS WEALTH MANAGEMENT
other names
- VERITAS WEALTH MANAGEMENT
- VERITAS WEALTH MANAGEMENT, LLC
- VERITAS BITCOIN STRATEGIES
- VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS WEALTH MANAGEMENT
- VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES
- FAMILY OFFICE BITCOIN
Adviser Profile
| As of Date | 06/08/2020 |
| Registration status | Registration Changed to VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES |
| ADV Location | LAKE OSWEGO, OR, United States |
| AUM* | 15,800,000 |
| of that, discretionary | 15,800,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 197,500 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
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
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
16M
14M
11M
9M
7M
5M
2M
2019
2020
Private Funds
No private funds