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| Verity Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 126742 |
| SEC # | 801-62022 |
| CIK # | 0001763138 |
| AUM | $217.8 MM (2024-02-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-561-3340 |
| Address | One Harbor Drive Sausalito, CA 94965 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 4.1 | |
| QCOM | 147,392.0 | 1.6 | |
| PEP | 226,773.9 | 1.1 | |
| CTAS | 38,012.7 | 1.1 | |
| JNJ | 465,600.2 | 1.0 | |
| XOM | 385,508.3 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Verity Alternative Partners LP | 2013-01-28 | 0.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.7 |
| (b) Individuals (high net worth individuals) | 41 | 212.1 |
| (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 | 54 | 217.8 |
| By Discretionary | ||
| Discretionary | 49 | 214.3 |
| Non-Discretionary | 5 | 3.5 |
| Total | 54 | 217.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.8 | |
| Total | 54 | 217.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001763138] |
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