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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Verity Wealth Advisors LLC
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|---|---|
| CRD # | 126742 |
| SEC # | 801-62022 |
| CIK # | 0001763138 |
| AUM | $244.8 M (2025-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-561-3340 |
| Address | One Harbor Drive Sausalito, CA 94965 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.1 | ||
| Cintas Corp | 1.3 | ||
| Qualcomm Inc/DE | 1.2 | ||
| Johnson & Johnson | 1.1 | ||
| Alliant Energy Corp | 1.0 | ||
| General Electric Co | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Verity Alternative Partners LP | 2013-01-28 | 0.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 6.0 |
| (b) Individuals (high net worth individuals) | 45 | 238.7 |
| (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 | 55 | 244.8 |
| By Discretionary | ||
| Discretionary | 48 | 237.5 |
| Non-Discretionary | 7 | 7.3 |
| Total | 55 | 244.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.8 | |
| Total | 55 | 244.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763138] |
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|---|---|---|
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0.2 | |
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HMM Group LLC
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Teramo Advisors LLC
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FL | 0.2 |
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Green Alpha Advisors LLC
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