RIA Intel›Advisers›Louisiana›VERITAS WEALTH ADVISORS, LLC

VERITAS WEALTH ADVISORS, LLC

Advisory

LA

Data as of Apr 18, 2026 · Source: SEC Form ADV

Average account

$814K

across 44 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 18, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$29M

Non-Discretionary AUM$7M

Discretionary %79.7%

Total Clients23

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA

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

23 clients

16 high-net-worth

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

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