← Tributary

VERITAS WEALTH MANAGEMENT

NORTH KINGSTOWN, RI · CRD 341084 · IAPD ↗ · veritaswealthri.com · (401) 296-3606

$219.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
September 2026 — VERITAS WEALTH MANAGEMENT notice-filed in IL, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
September 2026 — VERITAS WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
46
August 2026 — VERITAS WEALTH MANAGEMENT notice-filed in FL, MA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2026 — VERITAS WEALTH MANAGEMENT (NORTH KINGSTOWN, RI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.