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| Happy Holidays!! thanks for using AUM13F!! |
| Veritas Wealth Partners LLC
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|---|---|
| CRD # | 312247 |
| SEC # | 801-121823 |
| CIK # | |
| AUM | $135.7 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-823-2705 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 4.2 |
| (b) Individuals (high net worth individuals) | 32 | 111.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.6 |
| (h) Charitable organizations | 0 | 16.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 114 | 135.7 |
| By Discretionary | ||
| Discretionary | 114 | 135.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 135.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.2 | |
| United States Persons | 115.5 | |
| Total | 114 | 135.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Williams Capital Management Company
✚
|
IL | 0.1 |
|
Schneider Meredith Hall
✚
|
0.1 | |
|
Income & Asset Advisory Inc
✚
|
NY | 0.1 |
|
Cedrus Wealth Group LLC
✚
|
MN | 0.1 |
|
Richey Advisors Inc
✚
|
CA | 0.1 |
|
Coombs Wealth Advisory LLC
✚
|
PA | 0.1 |
|
RMR Wealth Management
✚
|
NY | 0.1 |
|
Harding Financial Group
✚
|
OH | 0.1 |
|
F5 Financial Planning LLC
✚
|
0.1 | |
|
Toptier Wealth Management
✚
|
0.1 |