Verity Wealth Advisors, LLC
Verity Wealth Advisors, LLC is an SEC-registered wealth manager in Sausalito, CA with $278.5M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Verity Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126742, SEC 801-62022, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $278.5M (2026-01-15)
- Firm type
- Wealth Manager
- Location
- Sausalito, CA
- Employees
- 2
- Clients
- 52
- CRD
- 126742
- Ownership
- OLIVER, ROBERT, EVAN; WILKENS, CHRISTOPHER, JOHN; BECKLER, RYAN, PATRICK; BRANDENBORG, JOHN, DAVID; SHARYON, LEON, ROBERT
How much AUM does Verity Wealth Advisors, LLC have?
Verity Wealth Advisors, LLC reported $278.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Verity Wealth Advisors, LLC?
Disclosed owners and executives of Verity Wealth Advisors, LLC include OLIVER, ROBERT, EVAN, WILKENS, CHRISTOPHER, JOHN, BECKLER, RYAN, PATRICK, BRANDENBORG, JOHN, DAVID, SHARYON, LEON, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.