|
⚲
|
| Keyboard |
| Verita Strategic Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 335215 |
| SEC # | 801-132313 |
| CIK # | |
| AUM | 1.0 B (2026-03-20) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 415-520-4345 |
| Address | 447 Battery Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 1,012.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 1,012.8 |
| By Discretionary | ||
| Discretionary | 12 | 194.9 |
| Non-Discretionary | 5 | 818.0 |
| Total | 17 | 1,012.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,012.8 | |
| Total | 17 | 1,012.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GFG Capital LLC
✚
|
FL | 1.0 B |
|
JT Stratford LLC
✚
|
GA | 1.0 B |
|
Verum Partners LLC
✚
|
NC | 1.0 B |
|
Teamwork Financial Advisors LLC
✚
|
TX | 1.0 B |
|
Jocelyn Investment Management LLC
✚
|
CA | 1.0 B |
|
Archer Investment Corporation
✚
|
IN | 1.0 B |
|
Navigation Group LLC
✚
|
CA | 1.0 B |
|
Vertex Planning Partners LLC
✚
|
IL | 1.0 B |
|
Peak Asset Management LLC
✚
|
CO | 1.0 B |
|
Lathrop Investment Management Company
✚
|
AR | 1.0 B |