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Verity Wealth Advisors, LLC

● SEC registered since 2003CRD 126742SEC# 801-62022Sausalito, CA
Export (members)
Reg. AUM
$244.8M
Employees
2
Accounts
55
Location
Sausalito, CA

Verity Wealth Advisors, LLC assets under management

Verity Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Sausalito, CA. The firm has been registered since 2003. It reports $244.8 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/1208427View on SEC.gov ↗

Verity Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert Evan Oliver ControlPrincipal, Chief Compliance OfficerOver 75%2003
Ryan Patrick BecklerPrincipal5-10%2008

Frequently asked questions

How much does Verity Wealth Advisors, LLC manage?

Verity Wealth Advisors, LLC reports $244.8 million in regulatory assets under management on its Form ADV.

How many employees does Verity Wealth Advisors, LLC have?

Verity Wealth Advisors, LLC reports 2 employees.

Where is Verity Wealth Advisors, LLC located?

Verity Wealth Advisors, LLC is based in Sausalito, CA and has been SEC-registered since 2003.

Does Verity Wealth Advisors, LLC disclose fund performance?

Verity Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Harbor Drive, Suite 300, Sausalito, CA 94965
Phone415-561-3340
Fax415-887-9302
Office hours8a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1763138
Discloses disciplinary historyNo

Assets under management

Discretionary$237.5M
Non-discretionary$7.3M
Total (RAUM)$244.8M