← Tributary

VERITABLE LP

NEWTOWN SQUARE, PA · CRD 130758 · IAPD ↗ · 610-640-9551

$16.53BRegulatory AUM
50Advisory reps
88Employees
0Clients
251-500Planning clients
27Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — VERITABLE LP (NEWTOWN SQUARE, PA) left the SEC roster (was $16.53B RAUM, 50 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.