# Veritas Financial Services, LLC

> Veritas Financial Services, LLC is a state-registered investment advisory firm in Plymouth, WI, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated June 24, 2026.

- CRD: 146264
- Filed as: VERITAS FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plymouth, WI
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146264
- AdvisorCensus page: https://advisorcensus.com/firm/veritas-financial-services-llc-plymouth-wi-146264

## Quick answers

**How is Veritas Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Veritas Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Veritas Financial Services, LLC located?**
Veritas Financial Services, LLC's principal office is in Plymouth, WI, according to its Form ADV.

**Is Veritas Financial Services, LLC registered with the SEC or a state?**
Veritas Financial Services, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146264.

**Does Veritas Financial Services, 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/146264

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL, MN, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veritas.adxleader.com
- veritasinvesting.com
- Facebook @veritasinvesting
- LinkedIn @402315

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veritas Financial Services, LLC (CRD 146264): Form ADV filing data as of October 2026.