Veritas Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$210,000
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Veritas Private Wealth Management is an independent, fee‑only investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and businesses. The firm primarily advises on equities, fixed income, mutual funds, ETFs, U.S. government and municipal securities, and may recommend alternative or less traditional investments when suitable.
The firm’s investment approach is grounded in modern portfolio theory and uses a mix of passive and active fund selections informed by fundamental and cyclical analysis to set asset‑allocation targets and manage risk. Accounts are managed on a discretionary basis, fees are charged as a percentage of assets and billed monthly in arrears, and advisory fees are deducted directly from client accounts held at Charles Schwab, the firm’s sole custodian.
Founded and registered in late 2025/early 2026, the firm reported $210,000 in discretionary assets under management as of April 22, 2026 and currently does not engage Outside Managers. The principal has earned the Certified Private Wealth Advisor (CPWA) designation; the firm does not vote client proxies and relies on custodian statements for client reporting rather than providing separate written performance reports.
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Passive / index investing
Active portfolio management
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
Fee-only: Fee-only firm, only compensated by client fees, no commissions
Main office location
Veritas Private Wealth Management
2550 Meridian Boulevard, Suite 200
Franklin TN 37067, United States
Number of offices
1
Most active in
Veritas Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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