SEC Form ADV

VERITAS WEALTH PARTNERS, LLC

Firm profile: Veritas Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$150.7M
Assets Under Management
123
Total Clients
2
Employees
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Registration Details

Accession
CRD-312247
Filing Date
March 31, 2026
AUM
$150.7M
Total Clients
123
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

VERITAS WEALTH PARTNERS, LLC is a registered investment adviser, managing approximately $150.7M in assets across 123 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.