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VETA INVESTMENT PARTNERS, LLC

LAWRENCE, KS · CRD 309023 · IAPD ↗ · vetainvestmentpartners.com · 646-630-3218

$2.79BRegulatory AUM
2Advisory reps
10Employees
8Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
June 2026 — VETA INVESTMENT PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2026 — VETA INVESTMENT PARTNERS, LLC reported RAUM down 38% ($4.49B -> $2.79B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
37
April 2025 — VETA INVESTMENT PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — VETA INVESTMENT PARTNERS, LLC reported RAUM up 43% ($3.15B -> $4.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — VETA INVESTMENT PARTNERS, LLC reported RAUM up 65% ($1.91B -> $3.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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