Veritas Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Veritas Wealth Management serves individuals (including high‑net‑worth clients), trusts, charitable organizations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and employee benefit/retirement plan advisory services. The firm reports managing approximately $135.8 million on a discretionary basis and also advises participant‑directed retirement plan assets.
The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory, favoring broadly diversified, primarily passive allocations implemented with no‑load mutual funds and ETFs (including Dimensional Fund Advisors, Vanguard, AQR, Avantis, and Bridgeway) and model portfolios. VWM also constructs laddered fixed‑income portfolios, uses third‑party sub‑advisers for model and fixed‑income management, and provides plan‑level services as a 3(21) fiduciary with participant education and access to annuity analysis platforms when appropriate.
Notable distinctions include an ownership affiliation with an accounting firm, which creates reciprocal referral opportunities and a documented conflict of interest that the firm discloses, and an atypical client mix for a solo independent adviser that includes charitable organizations and pension/profit‑sharing plan clients with pension consulting services. The firm has contractual relationships with a sub‑adviser for back‑office support and contingency portfolio management to provide continuity of services in the event of the principal adviser’s death or prolonged incapacity.
Client services
Expertise
Fee options
Financial planning fixed fee ranging from $2,000 to $5,000
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
$300 per hour for financial planning services
Account minimum: $400,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services Fee-only: Financial planning fixed fee $2,000 to $5,000 depending on complexity and/or $300 per hour
Main office
2180 South 1300 East, Suite 360
Salt Lake City UT 84106
Advisors at this office
1
Most active in
Utah
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
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