Verita Strategic Wealth Partners, LLC
● SEC registered since 2025CRD 335215SEC# 801-132313San Francisco, CA
Reg. AUM
$1.01B
Employees
9
Accounts
17
Location
San Francisco, CA
Verita Strategic Wealth Partners, LLC assets under management
Verita Strategic Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2025. It reports $1 billion in regulatory assets under management and employs 9 people.
Verita Strategic Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Leong Connors Control | Co-Founder | 25-50% | 2025 |
| Iain Russell McNeil Control | Chief Operating Officer | Under 5% | 2025 |
| Kelly Cesare Coffey Control | Co-Founder | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Verita Strategic Wealth Partners, LLC manage?
Verita Strategic Wealth Partners, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Verita Strategic Wealth Partners, LLC have?
Verita Strategic Wealth Partners, LLC reports 9 employees.
Where is Verita Strategic Wealth Partners, LLC located?
Verita Strategic Wealth Partners, LLC is based in San Francisco, CA and has been SEC-registered since 2025.
Does Verita Strategic Wealth Partners, LLC disclose fund performance?
Verita Strategic Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 447 Battery Street, Suite 200, San Francisco, CA 94111 |
| Phone | 4155204345 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 18%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $194.9MNon-discretionary $818M