VERITAS WEALTH MANAGEMENT
other names
- VERITAS WEALTH MANAGEMENT
- VERITAS WEALTH MANAGEMENT LLC
Adviser Profile
| As of Date | 05/19/2026 |
| Registration | SEC, 120-Day Approval, 05/07/2026 |
| ADV Location | NORTH KINGSTOWN, RI, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
2026
Private Funds
No private funds