Verity Wealth Advisors, LLC
● SEC registered since 2003CRD 126742SEC# 801-62022Sausalito, CA
Reg. AUM
$278.5M
Employees
2
Accounts
52
Location
Sausalito, CA
Verity Wealth Advisors, LLC assets under management
Verity Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Sausalito, CA. The firm has been registered since 2003. It reports $278.5 million in regulatory assets under management and employs 2 people.
Verity Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Evan Oliver Control | Principal, Chief Compliance Officer | Over 75% | 2003 |
| Ryan Patrick Beckler | Principal | 5-10% | 2008 |
Frequently asked questions
How much does Verity Wealth Advisors, LLC manage?
Verity Wealth Advisors, LLC reports $278.5 million in regulatory assets under management on its Form ADV.
How many employees does Verity Wealth Advisors, LLC have?
Verity Wealth Advisors, LLC reports 2 employees.
Where is Verity Wealth Advisors, LLC located?
Verity Wealth Advisors, LLC is based in Sausalito, CA and has been SEC-registered since 2003.
Does Verity Wealth Advisors, LLC disclose fund performance?
Verity Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Harbor Drive, Suite 300, Sausalito, CA 94965 |
| Phone | 415-561-3340 |
| Fax | 415-887-9302 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1763138 |
| Discloses disciplinary history | No |
Regulatory AUM
$278.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$278.5Mregulatory AUM
Discretionary $277.6MNon-discretionary $931K