# Veritas Wealth Management, LLC

> Veritas Wealth Management, LLC is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 160600
- Filed as: VERITAS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160600
- AdvisorCensus page: https://advisorcensus.com/firm/veritas-wealth-management-llc-salt-lake-city-ut-160600

## Quick answers

**How is Veritas Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Veritas Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Veritas Wealth Management, LLC located?**
Veritas Wealth Management, LLC's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Veritas Wealth Management, LLC registered with the SEC or a state?**
Veritas Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 160600.

**How much does Veritas Wealth Management, LLC manage?**
Veritas Wealth Management, LLC reports $135,839,004 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Veritas Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (28).

**Which custodians does Veritas Wealth Management, LLC use?**
Veritas Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Veritas 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 SEC record: https://adviserinfo.sec.gov/firm/summary/160600

**What changed in Veritas Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Minimum annual fee: $5,000

> VWM generally imposes a minimum annual fee of $5,000 for Investment Management Services.

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.
- National Financial Services LLC

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: $135,839,004
- Discretionary: $135,659,158
- Non-discretionary: $179,846

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $19,160,375 |
| High net worth individuals | 28 | $106,980,060 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,220,899 |
| Charitable organizations | Fewer than 5 | $8,477,670 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veritaswm.com
- Facebook @VERITAS-WEALTH-MANAGEMENT-UTAH-114785636731598
- LinkedIn @VERITAS-WEALTHMANAGEMENT- LLC

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veritas Wealth Management, LLC (CRD 160600): Form ADV filing data as of October 2026.