Veritas Wealth Partners, LLC
Veritas Wealth Partners, LLC is an SEC-registered wealth manager with $150.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Veritas Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312247, SEC 801-121823, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $150.7M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 41
- CRD
- 312247
- Ownership
- BERNSTEIN, DANIEL, ADAM; FIGUEROA, ENRIQUE; CARUSO, CHRISTOPHER, MICHAEL; CNSL MANAGEMENT ENTERPRISES, LLC
How much AUM does Veritas Wealth Partners, LLC have?
Veritas Wealth Partners, LLC reported $150.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Veritas Wealth Partners, LLC?
Disclosed owners and executives of Veritas Wealth Partners, LLC include BERNSTEIN, DANIEL, ADAM, FIGUEROA, ENRIQUE, CARUSO, CHRISTOPHER, MICHAEL, CNSL MANAGEMENT ENTERPRISES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.