Veritas Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Veritas Wealth Partners, LLC provides discretionary wealth management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm manages client portfolios on a discretionary basis and also offers stand‑alone financial planning projects alongside ongoing wealth management relationships; its Form ADV reports approximately $150.7 million in assets under management across a small number of client relationships.
VWP’s investment process begins with a written Investment Policy Statement and emphasizes asset allocation as the primary determinant of portfolio risk and return, typically using mutual funds and ETFs while selectively allocating to individual debt and equity securities and private placements. The brochure describes continuous monitoring with at least annual reviews and explicitly discusses currency and international market risks when strategies include non‑U.S. issuers.
A distinctive feature for a firm of this size is its service to a meaningful non‑U.S. client base and attendant attention to foreign‑currency and cross‑border investment considerations in its disclosures. The firm also discloses its use of Pershing and Schwab custodial platforms and the receipt of related software, trading desk access and block‑trading support — arrangements the brochure identifies as benefits that can influence custody and brokerage recommendations.
Client services
Expertise
Fee options
Fixed fees from $2,500 to $10,000 for financial planning and consulting services.
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $7,000,000: 0.75% $7,000,001 - $10,000,000: 0.65% Above $10,000,000+: 0.60%
Hourly fees for financial planning and consulting services, negotiable.
Account minimum: $1,000,000 Fee-only: Fixed fees ranging from $2,500 to $10,000 for financial planning and consulting services; fees are negotiable.
Main office
San Mateo CA
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Storey Advisors, LLC · Veritas Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Quick links
Advisors at this firm
Christopher C
Series 63, Series 65, Series 66
San Mateo, CA
Veritas Wealth Partners, LLC
Christopher Caruso is a financial advisor at Veritas Wealth Partners, LLC with 11 years of industry experience. He has held roles at Veritas Wealth Partners since 2021, previously working at Glovista Investments LLC and Citigroup Global Markets. He holds the Series 63, Series 65, and Series 66 designations. Veritas Wealth Partners provides discretionary wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes asset allocation through mutual funds, ETFs, and selective individual securities, with a focus on serving both U.S. and non-U.S. clients.
Enrique F
CFP®, Series 63, Series 66
San Mateo, CA
Veritas Wealth Partners, LLC
Enrique Figueroa is a CFP® professional with 14 years of industry experience. He has worked at Veritas Wealth Partners, LLC since 2021 and previously at Glovista Investments LLC from 2010 to 2021. Veritas Wealth Partners, LLC provides discretionary wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored investment policies, asset allocation, and ongoing account monitoring, with a focus on portfolios that include mutual funds, exchange-traded funds, and select individual securities.
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