← Back to searchVisit website
VERITAS WEALTH MANAGEMENT LLC
CRD 289046
5900 CORE RD. SUITE 201, CHARLESTON, SC, 29406, United States
Phone
843-408-0611
Fax
866-843-3524
Registration
— (—)
Source
State registered
Total AUM
$26.5M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $23.4M |
| Corporations/business entities | 6 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD