LP Profile

Veratis Advisors

Also known as veratis

Wealth ManagerCary, United StatesFounded 2001
$6.0B
Assets Under Management
Cary
Headquarters
Investment Focus

About Veratis Advisors

Veratis Advisors is an independent advisory firm in Raleigh, NC specializing in two retirement practice areas: Corporate Retirement Plans and Personal Wealth Management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Veratis Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$6.0B
Total Clients
582
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Veratis Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Veratis Advisors?

Veratis Advisors is a wealth manager based in Cary, United States, managing approximately $6.0B in assets.

Where is Veratis Advisors headquartered?

Veratis Advisors is headquartered in Cary, United States.

How much does Veratis Advisors manage?

Veratis Advisors manages approximately $6.0B in assets under management.

When was Veratis Advisors founded?

Veratis Advisors was founded in 2001.

How can I contact Veratis Advisors?

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