RIA Intel›Advisers›Nevada›VERITAS WEALTH ADVISORS

VERITAS WEALTH ADVISORS

Advisory

RENO, NV

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in NV

#94

of 130 advisers by AUM

Average account

$267K

across 371 accounts

AUM per adviser

$99M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients371

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNV

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

371 clients

44 high-net-worth

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

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Advisers of similar size in NV

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

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SILVER ANCHOR FINANCIAL, LLC

$98M

STRATEGIC PORTFOLIO ADVISORS

$97M

LOCAL ASSET MANAGEMENT LLC

$101M

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