Veritas Wealth Partners, LLC
● SEC registered since 2021CRD 312247SEC# 801-121823
Reg. AUM
$150.7M
Employees
2
Accounts
123
Location
—
Veritas Wealth Partners, LLC assets under management
Veritas Wealth Partners, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $150.7 million in regulatory assets under management and employs 2 people.
Veritas Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Caruso Control | Managing Member And Chief Compliance Officer | 50-75% | 2021 |
| Enrique Figueroa Control | Managing Member | 50-75% | 2021 |
Frequently asked questions
How much does Veritas Wealth Partners, LLC manage?
Veritas Wealth Partners, LLC reports $150.7 million in regulatory assets under management on its Form ADV.
How many employees does Veritas Wealth Partners, LLC have?
Veritas Wealth Partners, LLC reports 2 employees.
Does Veritas Wealth Partners, LLC disclose fund performance?
Veritas Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (650) 823-2705 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.7M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$150.7Mregulatory AUM
Discretionary $150.7M