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VERITAS WEALTH PARTNERS, LLC

· CRD 312247 · IAPD ↗ · (650) 823-2705

$150.7MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — VERITAS WEALTH PARTNERS, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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