Veritas Wealth Management LLC

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Client assets under management

$23,410,000

Clients

147

0% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$159,252

About

Veritas Wealth Management provides wealth management and financial planning for individuals and families, including business owners, professionals, executives and retirees. The firm manages roughly $26.5 million for about 147 clients through a small team of two advisors and produces written Wealth Management Plans with regular progress reviews.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, low‑cost passive mutual funds and ETFs, periodic rebalancing, and attention to taxes and costs. Veritas typically operates on a non‑discretionary basis—advisors make recommendations but trades require client approval—and combines advisory fees with the ability to sell commissionable products when appropriate.

Distinctive features include the advisors’ dual roles as registered representatives of a broker‑dealer and as licensed insurance agents, which permits the firm to offer insurance and annuity products alongside advisory services and creates potential conflicts of interest that the firm discloses. Founded in 2017 and jointly owned by its principals, the firm primarily serves non‑high‑net‑worth individual clients rather than an HNW clientele.

Client services

Portfolio management

Expertise

Wealth management Annuities

Occupation focus

Founder/Business Owner Executive Retired

Fee options

Percentage

$0 - $500,000: 0.75% $500,001 - $1,000,000: 0.65% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%

Commissions

Advisors are also registered representatives and may earn commissions from insurance and alternative investment products.

Other

Account minimum: $20,000

Main office location

Veritas Wealth Management LLC

5900 Core Rd. Suite 201

Charleston SC 29406, United States

Number of offices

Most active in

South Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 843-408-0611

Advisors at this firm

Andrew R

Series 63, Series 65

Mt. Pleasant, SC

Veritas Wealth Management LLC

Andrew Reina is a financial advisor at Veritas Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Fortune Financial Services, VOYA Financial Advisors, and Minnesota Life Insurance Company. Outside of his advisory role, he is involved with The Ragnar Group Inc, a holding company connected to independent insurance sales and financial services. Veritas Wealth Management is an independent advisory firm serving individuals and families, including business owners and retirees. The firm employs a Modern Portfolio Theory-based approach, focusing on low-cost indexed funds and non-discretionary portfolio management with client approval for trades.

Wealth management Annuities Founder/Business Owner Executive Retired

Kairene H

Series 63, Series 66

Charleston, SC

Veritas Wealth Management LLC

Kairene Holgate is a financial advisor at Veritas Wealth Management LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and Minnesota Life Insurance Co. In addition to her advisory role, she is an independent insurance agent specializing in fixed and indexed products. Veritas Wealth Management is an independent firm serving individuals and families, including business owners, professionals, executives, and retirees. The firm employs a systematic, Modern Portfolio Theory-based investment approach focusing on low-cost indexed funds and operates primarily on a non-discretionary basis with client approval for trades.

Wealth management Annuities Founder/Business Owner Executive Retired

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