VERITAS WEALTH MANAGEMENT

Company Profile

As of Date 08/19/2026
ADV Location United States, OR
Websites
AUM* 244,029,326 1%
of that, discretionary 238,029,326 968%
Number of Employees 7 133%
of those in investment advisory functions 3 200%
Private Fund GAV* 0
Avg Account Size 288,451 136%
High Net Worth 33.33% 186%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

16M 14M 11M 9M 7M 5M 2M
2019 2020 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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