Kelly Cesare Coffey
Co-FounderVerita Strategic Wealth Partners, LLCCRD 2632016
About Kelly Cesare Coffey
Kelly Cesare Coffey is listed as Co-Founder at Verita Strategic Wealth Partners, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Verita Strategic Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kelly Cesare Coffey work?
Kelly Cesare Coffey is listed as Co-Founder at Verita Strategic Wealth Partners, LLC on SEC Form ADV.
How much of Verita Strategic Wealth Partners, LLC does Kelly Cesare Coffey own?
Form ADV reports a beneficial ownership band of 25-50%.
Verita Strategic Wealth Partners, LLC
| Title | Co-Founder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |