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| Verity Wealth Advisors LLC
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|---|---|
| CRD # | 126742 |
| SEC # | 801-62022 |
| CIK # | 0001763138 |
| AUM | 278.5 M (2026-01-15) |
| 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 | 2.4 | ||
| Johnson & Johnson | 1.8 | ||
| Qualcomm Inc/DE | 1.4 | ||
| Intel Corp | 1.2 | ||
| Alliant Energy Corp | 0.9 | ||
| PepsiCo Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Verity Alternative Partners LP | 2013-01-28 | 0.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 10.9 |
| (b) Individuals (high net worth individuals) | 40 | 267.6 |
| (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 | 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 | 52 | 278.5 |
| By Discretionary | ||
| Discretionary | 50 | 277.6 |
| Non-Discretionary | 2 | 0.9 |
| Total | 52 | 278.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.5 | |
| Total | 52 | 278.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763138] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 52 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Fort Henry Capital LLC
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Lexington Hill Partners LLC
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|
Beacon Capital LLC
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|
Beacon Wealth Consultants Inc
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|
Foronjy Financial LLC
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CA | 278.0 M |