# Veritas Wealth Advisors

> Veritas Wealth Advisors is a state-registered investment advisory firm in Reno, NV, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 149762
- Filed as: VERITAS WEALTH ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149762
- AdvisorCensus page: https://advisorcensus.com/firm/veritas-wealth-advisors-reno-nv-149762

## Quick answers

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

**Where is Veritas Wealth Advisors located?**
Veritas Wealth Advisors' principal office is in Reno, NV, according to its Form ADV.

**Is Veritas Wealth Advisors registered with the SEC or a state?**
Veritas Wealth Advisors is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149762.

**How much does Veritas Wealth Advisors manage?**
Veritas Wealth Advisors reports $99,036,878 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**What types of clients does Veritas Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (327); high net worth individuals (44).

**Does Veritas Wealth Advisors 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/149762

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $99,036,878
- Discretionary: $99,036,878
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 327 | $56,952,698 |
| High net worth individuals | 44 | $42,084,180 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veritaswa.net
- Facebook @VERITASWEALTHADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veritas Wealth Advisors (CRD 149762): Form ADV filing data as of October 2026.