RIA IntelAdvisersOregonVERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES

VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES

Advisory

MADRAS, OR

Data as of Mar 27, 2026 · Source: SEC Form ADV

AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$133K
across 181 accounts
AUM per adviser
$24M
1 advisers
Filing history
4
filings since 2019

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$24M
1-Year AUM Growth
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)
Filing History
Total Filings on Record4
First FilingDec 3, 2019
Latest FilingMar 27, 2026
Full AUM trend chart and 4 historical filings spanning 7+ years
Included with Pro
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

COLUMBIA WEALTH ADVISORS LLC
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BEACON ROCK CAPITAL PARTNERS LLC
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$25M
BLACK OAK INVESTMENT MANAGEMENT COMPANY LLC
$24M
HEAD TO TOE FINANCIAL PLANNING LLC
$23M
HYBRIDTRADING, LLC
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$25M
-10.2% 1Y
TRIHELIX WEALTH COLLECTIVE LLC
$25M

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