| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Caruso Control | Managing Member And Chief Compliance Officer | 50-75% | 2021 |
| Enrique Figueroa Control | Managing Member | 50-75% | 2021 |
Veritas Wealth Partners, LLC reports $135.7 million in regulatory assets under management on its Form ADV.
Veritas Wealth Partners, LLC reports 2 employees.
Veritas Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (650) 823-2705 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $135.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $135.7M |