# Veritas Wealth Management

> Veritas Wealth Management is an SEC-registered investment advisory firm in North Kingstown, RI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 341084
- Filed as: VERITAS WEALTH MANAGEMENT
- Legal name: Veritas Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Kingstown, RI
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341084
- AdvisorCensus page: https://advisorcensus.com/firm/veritas-wealth-management-north-kingstown-ri-341084

## Quick answers

**How is Veritas Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Veritas Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Veritas Wealth Management located?**
Veritas Wealth Management's principal office is in North Kingstown, RI, according to its Form ADV.

**Is Veritas Wealth Management registered with the SEC or a state?**
Veritas Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341084.

**How much does Veritas Wealth Management manage?**
Veritas Wealth Management reports $219,866,414 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (97% discretionary).

**What types of clients does Veritas Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139); high net worth individuals (83).

**Which custodians does Veritas Wealth Management use?**
Veritas Wealth Management'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 Veritas Wealth Management 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/341084

**Does Veritas Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "We require a minimum household size of $1,000,000 for wealth management clients; this may be waived at our discretion."

**What changed in Veritas Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in IL, SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We require a minimum household size of $1,000,000 for wealth management clients; this may be waived at our discretion.

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: $219,866,414
- Discretionary: $213,866,414
- Non-discretionary: $6,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $63,007,634 |
| High net worth individuals | 83 | $156,858,780 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MA, RI, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veritaswealthri.com

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in IL, SC.

### August 2026
- Registered or notice-filed in FL, MA, TX.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veritas Wealth Management (CRD 341084): Form ADV filing data as of October 2026.