Veritas Wealth Management LLC
● SEC registered since 2026CRD 341084SEC# 801-136200North Kingstown, RI
Reg. AUM
$219.9M
Employees
4
Accounts
665
Location
North Kingstown, RI
Veritas Wealth Management LLC assets under management
Veritas Wealth Management LLC is an SEC-registered investment adviser based in North Kingstown, RI. The firm has been registered since 2026. It reports $219.9 million in regulatory assets under management and employs 4 people.
Veritas Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Samuel Abbood Control | Principal And Wealth Advisor | 50-75% | 2023 |
| Thomas Samuel Abbood Control | Chief Compliance Officer, Principal And Wealth Advisor | 50-75% | 2023 |
Frequently asked questions
How much does Veritas Wealth Management LLC manage?
Veritas Wealth Management LLC reports $219.9 million in regulatory assets under management on its Form ADV.
How many employees does Veritas Wealth Management LLC have?
Veritas Wealth Management LLC reports 4 employees.
Where is Veritas Wealth Management LLC located?
Veritas Wealth Management LLC is based in North Kingstown, RI and has been SEC-registered since 2026.
Does Veritas Wealth Management LLC disclose fund performance?
Veritas Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1130 Ten Rod Road, Suite E207, North Kingstown, RI 02852 |
| Phone | (401) 296-3606 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,340 advisers
EmployeesTop 69%
More than 31% of 16,820 advisers
Assets under management
$219.9Mregulatory AUM
Discretionary $213.9MNon-discretionary $6M