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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Verita Strategic Wealth Partners LLC
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|---|---|
| CRD # | 335215 |
| SEC # | 801-132313 |
| CIK # | |
| AUM | $854.8 M (2025-07-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 415-520-4345 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 854.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 854.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 12 | 854.8 |
| Total | 12 | 854.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 854.8 | |
| Total | 12 | 854.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 0.9 |
|
Pacific Sage Partners LLC
✚
|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
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|
DC | 0.9 |
|
MEOW Advisory LLC
✚
|
0.9 | |
|
Jackson Wealth Management LLC
✚
|
FL | 0.9 |
|
Auxier Asset Management LLC
✚
|
OR | 0.9 |
|
Blue Bell Private Wealth Management LLC
✚
|
PA | 0.9 |
|
TSFG LLC
✚
|
IL | 0.9 |
|
Dillon & Associates Inc
✚
|
MI | 0.9 |
|
Hartline Investment Corp
✚
|
IL | 0.9 |