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VERITY WEALTH ADVISORS, LLC
CRD 126742 · SEC 801-62022
ONE HARBOR DRIVE, SUITE 300, SAUSALITO, CA, 94965, United States
Phone
415-561-3340
Fax
415-887-9302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.5M
Discretionary AUM
$277.6M
Team
2 total employees; 2 advisory reps; 52 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $10.9M |
| High net worth individuals | 40 | $267.6M |
States served
CA, NH
All web addresses on file
- https://www.linkedin.com/company/1208427/
- https://www.facebook.com/veritywealthadvisors/
- http://www.plannersearch.org/financial-advisor/evan-oliver
- https://www.cfainstitute.org/community/membership/directory/pages/results.aspx?uid=1268516
- http://www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details/?key=7f29afeb-085e-4581-8d36-b73243e12e32
- http://www.veritywealth.com
Official SEC filing: View on IAPD