SAUSALITO, CACRD 126742Latest ADV January 15, 2026
Verity Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sausalito, CA. Its latest Form ADV filing, dated January 15, 2026, reports $279M in regulatory assets under management, 2 employees, 2 offices, and 52 accounts.
Assets Under Management
$279M
Employees
2
Offices
2 offices
Total Clients
52
Primary office
SAUSALITO, CA
ONE HARBOR DRIVE, SUITE 300, SAUSALITO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.9% of total clients.
Top client categories% of clientsClients
1
HNWI
76.9%
40
2
Individuals
23.1%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$279Mas of January 15, 2026
Discretionary99.7%
$278M
100% of total RAUM99.7%
Non-discretionary0.3%
$931K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$279M
Total Accounts52
10Y AUM Change+$120M (+75.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.