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VERACITY WEALTH MANAGEMENT LLC

CRD 290625

Visit website

17W220 22ND STREET, SUITE 445, OAKBROOK TERRACE, IL, 60181, United States

Phone

630-397-0630

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$48.8M

Discretionary AUM

$48.8M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$3.0M
High net worth individuals11$45.8M

All web addresses on file

Official SEC filing: View on IAPD