RIA Intel›Advisers›VERITAS WEALTH PARTNERS, LLC

VERITAS WEALTH PARTNERS, LLC

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$151M
1-Year AUM Growth
+7.0%
3-Year CAGR
-1.2%
Employees
2
Assets Under Management
Total AUM$151M
Discretionary AUM$151M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingJun 22, 2021
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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