Veritas Wealth Management LLC

EST. AUM
$219,866,414

CONTACTS

CLIENT ACCOUNTS
665

Firm Details

Metro area Providence
CRD Number 341084
Website veritaswealthri.com
Client types

Overview

Veritas Wealth Management LLC is a federally Registered Investment Advisor providing comprehensive wealth architecture and discretionary asset allocation. The firm functions as a fiduciary under the Investment Advisers Act of 1940, servicing individual clients, private families, and legacy estates. Its general investment approach prioritizes strategic long-term risk management and goal optimization. The firm uses customized portfolios built from individual equities, fixed-income instruments, no-load mutual funds, and exchange-traded funds (ETFs) to meet capital appreciation targets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Veritas Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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