# Veracity Wealth Management LLC

> Veracity Wealth Management LLC is a state-registered investment advisory firm in Oakbrook Terrace, IL, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 290625
- Filed as: VERACITY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oakbrook Terrace, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290625
- AdvisorCensus page: https://advisorcensus.com/firm/veracity-wealth-management-llc-oakbrook-terrace-il-290625

## Quick answers

**How is Veracity Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Veracity Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Veracity Wealth Management LLC located?**
Veracity Wealth Management LLC's principal office is in Oakbrook Terrace, IL, according to its Form ADV.

**Is Veracity Wealth Management LLC registered with the SEC or a state?**
Veracity Wealth Management LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290625.

**How much does Veracity Wealth Management LLC manage?**
Veracity Wealth Management LLC reports $48,785,390 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Veracity Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (8).

**Does Veracity Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290625

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $48,785,390
- Discretionary: $48,785,390
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,997,192 |
| High net worth individuals | 11 | $45,788,198 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veracity365.com
- LinkedIn @veracity-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veracity Wealth Management LLC (CRD 290625): Form ADV filing data as of October 2026.