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VERITAS FINANCIAL CONSULTING LLC

Advisory

MONROVIA, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA

#2,942

of 5,480 advisers by AUM

Average account

$425K

across 203 accounts

AUM per adviser

$43M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$86M

Discretionary AUM$86M

Non-Discretionary AUM$634K

Discretionary %99.3%

Total Clients68

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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