A complete list of active advisors currently associated with Veracity Wealth Management LLC
Warmer can help you find a great advisor at Veracity Wealth Management LLC or one who fits your needs even better.
Veracity Wealth Management is an independent, single‑advisor registered investment adviser that manages about $48.8 million in discretionary assets for a small client base that includes individuals (including high‑net‑worth clients), trusts, and businesses. The firm offers discretionary portfolio management and comprehensive financial and estate planning (the latter generally provided as an adjunct to managed accounts), implementing mutual funds, ETFs, individual equities and fixed income, and other structured or private investments. The firm customizes portfolios to client goals, risk tolerances and broader tax and estate considerations, and uses quantitative optimization, computer‑based risk/return analysis and technical models as part of its investment process. In addition to traditional securities, Veracity Wealth may engage derivative strategies (covered calls, puts, collars), hedge or monetize concentrated stock positions, utilize separate account managers and, in limited circumstances, employ leverage through certain funds or managers. Noteworthy distinctions for this solo practice include a typical account minimum of $1,000,000 (waivable) and a very small roster of 19 clients, yielding a relatively high assets‑per‑client profile for a one‑advisor firm. The firm also relies on third‑party technology and institutional custodian relationships (with associated institutional services and reporting platforms), does not charge performance‑based fees or participate in wrap programs, and is deemed to have custody of certain client assets (subject to surprise custody audits).
To learn more about the advisors currently working at Veracity Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oakbrook Terrace, IL
| 15
|
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