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VERITAS WEALTH MANAGEMENT, LLC

SALT LAKE CITY, UT · CRD 160600 · IAPD ↗ · 801-596-9999

$135.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — VERITAS WEALTH MANAGEMENT, LLC (SALT LAKE CITY, UT) is newly SEC-registered with $135.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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