RIA Intel›Advisers›Illinois›VERACITY WEALTH MANAGEMENT LLC

VERACITY WEALTH MANAGEMENT LLC

Advisory

OAKBROOK TERRACE, IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IL
#1,210
of 1,719 advisers by AUM
Average account
$508K
across 96 accounts
AUM per adviser
$49M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$49M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

RISE INVESTMENT MANAGEMENT, LLC
CHICAGO, IL
$49M
TREE CITY INVESTMENTS, INC.
LAKE FOREST, IL
$49M
+2.1% 1Y
GIANOTTI WEALTH ADVISORY LLC
KANKAKEE, IL
$49M
SPINDLETOP CAPITAL, LLC
LAKE FOREST, IL
$48M
-16.2% 1Y
EASTSPRING INVESTMENTS INCORPORATED
CHICAGO, IL
$50M
GALLATIN FINANCIAL ADVISORS, LLC
$48M

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