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VERITAS WEALTH PARTNERS, LLC

CRD 312247 · SEC 801-121823

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.7M

Discretionary AUM

$150.7M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals9$2.9M
High net worth individuals32$125.0M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD