Adviser Profile
| As of Date | 03/12/2026 |
| Registration status | Registration Changed to VERITAS WEALTH MANAGEMENT, LLC |
| ADV Location | SALT LAKE CITY, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 135,839,004 33% |
| of that, discretionary | 135,659,158 33% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 556,717 13% |
| % High Net Worth | 45.16% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds