Veritas Wealth Advisors

Veritas Wealth Advisors serves individuals, retirement plans, corporations and trusts with ongoing investment supervisory services and financial planning; the firm also refers clients to unaffiliated third‑party money managers and provides no‑charge educational market briefings. Its reported assets under discretionary management are approximately $99 million, and its client base includes both high‑net‑worth and non‑HNW individuals.

The firm typically manages accounts on a discretionary basis across several program types, including ETF Portfolio accounts (ETF equity exposure with active fixed‑income components), High Dividend portfolios, Individually Managed diversified accounts, and Separately Managed Accounts with higher minimums. Accounts are reviewed at least quarterly, clients may impose reasonable investment restrictions, and custody and trade execution are arranged through major custodians such as LPL, TradeStation, or Charles Schwab, with occasional block or bunched trading.

Distinctive features include an unusually high client load per advisor (well over 200 clients per advisor), which suggests more standardized workflows and reliance on delegated managers and custodian reporting; additionally, firm representatives also engage in brokerage and insurance activities as registered representatives and licensed insurance agents. The firm discloses receipt of solicitor/referral fees when recommending third‑party managers and notes a prior civil litigation settlement involving an advisory representative, all presented as potential conflicts of interest in its brochure.