# Verita Strategic Wealth Partners, LLC

> Verita Strategic Wealth Partners, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 335215
- Filed as: VERITA STRATEGIC WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335215
- AdvisorCensus page: https://advisorcensus.com/firm/verita-strategic-wealth-partners-llc-san-francisco-ca-335215

## Quick answers

**How is Verita Strategic Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Verita Strategic Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Verita Strategic Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Verita Strategic Wealth Partners, LLC located?**
Verita Strategic Wealth Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Verita Strategic Wealth Partners, LLC registered with the SEC or a state?**
Verita Strategic Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335215.

**How much does Verita Strategic Wealth Partners, LLC manage?**
Verita Strategic Wealth Partners, LLC reports $1,012,849,398 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (19% discretionary).

**How have Verita Strategic Wealth Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Verita Strategic Wealth Partners, LLC: Regulatory assets under management: $854,800,000 in the October 2025 data and $1,012,849,398 in the October 2026 data, up 18%. Total employees: 6 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Verita Strategic Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17).

**Which custodians does Verita Strategic Wealth Partners, LLC use?**
Verita Strategic Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Verita Strategic Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335215

**What changed in Verita Strategic Wealth Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $854,800,000 to $1,012,849,398 (+18%). Employees performing advisory functions went from 3 to 5. Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Clients pay an annual fee of up to a maximum of 1.5% of assets under management. In some cases, the advisory fee includes a minimum quarterly amount or fees for administration of investments that are not advised on by us.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,012,849,398
- Discretionary: $194,851,375
- Non-discretionary: $817,998,023

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 17 | $1,012,849,398 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veritawealth.com
- Instagram @veritawealth
- LinkedIn @veritawealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $854,800,000 | 6 | July 30, 2025 |
| October 2026 | $1,012,849,398 | 9 | March 20, 2026 |

Regulatory assets under management: $854,800,000 in the October 2025 data and $1,012,849,398 in the October 2026 data, up 18%.
Total employees: 6 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $854,800,000 to $1,012,849,398 (+18%).
- Employees performing advisory functions went from 3 to 5.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verita Strategic Wealth Partners, LLC (CRD 335215): Form ADV filing data as of October 2026.