| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Leong Connors Control | Co-Founder | 25-50% | 2025 |
| Iain Russell McNeil Control | Chief Operating Officer | Under 5% | 2025 |
| Kelly Cesare Coffey Control | Co-Founder | 25-50% | 2025 |
Verita Strategic Wealth Partners, LLC reports $854.8 million in regulatory assets under management on its Form ADV.
Verita Strategic Wealth Partners, LLC reports 6 employees.
Verita Strategic Wealth Partners, LLC is based in San Francisco, CA and has been SEC-registered since 2025.
Verita Strategic Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 447 Battery Street, Suite 200, San Francisco, CA 94111 |
| Phone | 4155204345 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $854.8M |
| Total (RAUM) | $854.8M |