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ACHIEVING VERITAS LLC
CRD 327170
1301 PLANTATION ISLAND DRIVE S., SUITE 201B, ST. AUGUSTINE, FL, 32080, United States
Phone
904-471-6444
Fax
(904) 239-3113
Registration
— (—)
Source
State registered
Total AUM
$70.1M
Discretionary AUM
$70.1M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $15.7M |
| High net worth individuals | 33 | $54.5M |
Official SEC filing: View on IAPD