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| Veritas Independent Partners LLC
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|
|---|---|
| CRD # | 169291 |
| SEC # | 801-120986 |
| CIK # | |
| AUM | $130.7 M (2025-05-07) |
| Employees | 20 (70% Investors, 95% Brokers) |
| Phone | 501-358-6131 |
| Address | 2201 Washington Avenue Conway, AR 72032 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 754 | 70.8 |
| (b) Individuals (high net worth individuals) | 43 | 59.6 |
| (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 | 1 | 0.2 |
| (i) State or municipal government entities | 1 | 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 | 7 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,172 | 130.7 |
| By Discretionary | ||
| Discretionary | 1,160 | 129.6 |
| Non-Discretionary | 12 | 1.1 |
| Total | 1,172 | 130.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.7 | |
| Total | 1,172 | 130.7 |
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|---|---|---|
|
Olive Branch Capital LLC
✚
|
0.1 | |
|
Purpose Comprehensive Wealth Management LLC
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|
0.1 | |
|
Summitas Investment Management LLC
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|
0.1 | |
|
Sherman Asset Management Inc
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|
CA | 0.1 |
|
Retiremitten Financial LLC
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|
MI | 0.1 |
|
Chapman & Chapman Advisors LLC
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OH | 0.1 |
|
Indfin LLC
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|
0.1 | |
|
Polaris Financial Planning LLC
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|
0.1 | |
|
Retirable Inc
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|
NY | 0.1 |
|
Integrity RIA LLC
✚
|
LA | 0.1 |