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| Keyboard |
| Veritas Independent Partners LLC
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|
|---|---|
| CRD # | 169291 |
| SEC # | 801-120986 |
| CIK # | |
| AUM | 142.0 M (2026-03-31) |
| Employees | 9 (89% Investors, 78% Brokers) |
| Phone | 501-730-0303 |
| 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) | 922 | 71.0 |
| (b) Individuals (high net worth individuals) | 38 | 66.2 |
| (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 | 11 | 4.4 |
| (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 | 14 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,428 | 142.0 |
| By Discretionary | ||
| Discretionary | 1,416 | 140.7 |
| Non-Discretionary | 12 | 1.2 |
| Total | 1,428 | 142.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.0 | |
| Total | 1,428 | 142.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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✚
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FL | 142.6 M |
|
Stephen J Garry & Associates LLC
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|
Rittmann Capital Management Co
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|
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|
Josh Arnold Investment Consultant LLC
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|
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CA | 142.0 M |
|
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CO | 141.7 M |
|
Pivot Point Advisors LLC
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|
Integrated Financial Consulting LLC
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