Verity Wealth Advisors LLC

Verity Wealth Advisors is a alternative asset management company based in Sausalito, CA. They operate 1 private fund and have approximately $158.3 million in total assets under management (AUM). You can view more information on Verity Wealth Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Verity Wealth Advisors

Verity Wealth Advisors, LLC
1505 Bridgeway
Suite 208
Sausalito, CA 94965
United States

Phone: 415-561-3340
Fax: 415-887-9302
Website: http://www.veritywealth.com

Overview of Verity Wealth Advisors

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-62022

Org#: 126742

Legal Issues: No legal issues reported

Company Type: Other

Strategies/Sectors: Fund of Funds

Pooled Investments: Up to 10 percent

Private Funds Managed(1): Verity Alternative Partners Lp

Ownership/Leadership of Verity Wealth Advisors

 

Robert Evan OliverPrincipal, Chief Compliance Officer
Ryan Patrick BecklerPrincipal

Verity Wealth Advisors Key Stats and Charts

Discretionary AUM: $158 million

Verity Wealth Advisors discretionary AUM

Rank: 3035 out of 6900 private fund companies

Total AUM: $158 million

Verity Wealth Advisors total assets under management (AUM)

Rank: 3159 out of 6900 private fund companies

# of Accounts: 181

Verity Wealth Advisors total client accounts

Rank: 589 out of 6900 private fund companies

Average Account Size: 874816.928177

Verity Wealth Advisors average account size

Rank: 3530 out of 6900 private fund companies

# of Employees: 2

Verity Wealth Advisors has 2 employees

Rank: 3549 out of 6900 private fund companies

# of Private Funds: 1

Verity Wealth Advisors operates 1 private Other funds

Rank: 4524 out of 6900 private fund companies