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VERITA STRATEGIC WEALTH PARTNERS, LLC
CRD 335215 · SEC 801-132313
447 BATTERY STREET, SUITE 200, SAN FRANCISCO, CA, 94111, United States
Phone
4155204345
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$194.9M
Team
9 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $1.01B |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD