A complete list of active advisors currently associated with Veritas Wealth Advisors, LLC
Warmer can help you find a great advisor at Veritas Wealth Advisors, LLC or one who fits your needs even better.
Veritas Wealth Advisors serves high‑net‑worth individuals, families, and businesses, with active portfolio management as its principal offering and supplemental financial planning and business consulting as needed. The firm manages roughly $35.8 million for a small roster of clients and typically custodies assets through Interactive Brokers. Veritas employs a disciplined, rules‑based investment process that combines technical and fundamental analysis and implements proprietary strategies, including an adaptive allocation algorithm and tactical sector rotations. Most accounts are managed on a discretionary basis, reviewed at least quarterly, and certain strategies may use tactical cash positions or, with client authorization, equity options and concentrated equity allocations. Noteworthy deviations from many peers include the firm’s ability to negotiate performance‑based fee arrangements with qualified clients (structured under the Adviser Act exemption) and the fact that the managing member and some employees act as licensed insurance agents and can implement insurance or annuity solutions for clients for separate compensation. The firm also emphasizes an owner‑managed, low‑volume business model that provides direct advisor access and targeted consulting for clients with concentrated business interests.
To learn more about the advisors currently working at Veritas Wealth Advisors, 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.
You can also browse Veritas Wealth Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 26
| |
Baton Rouge, LA
| 1
|
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