Veritas Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,410,000
Clients
147
Advisors
2
across 2 offices
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
Expertise
Occupation focus
Fee options
$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%
Advisors are also registered representatives and may earn commissions from insurance and alternative investment products.
Account minimum: $20,000
Main office
See office5900 Core Rd. Suite 201
Charleston SC 29406
Advisors at this office
1
Offices (2)
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
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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
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.
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.
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