SALT LAKE CITY, UTCRD 160600Latest ADV February 9, 2026
Veritas Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated February 9, 2026, reports $136M in regulatory assets under management, 1 employee, and 244 accounts.
Assets Under Management
$136M
Employees
1
Offices
--
Total Clients
56
Primary office
SALT LAKE CITY, UT
2180 SOUTH 1300 EAST, SUITE 360, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
28
2
HNWI
50.0%
28
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of February 9, 2026
Discretionary99.9%
$136M
100% of total RAUM99.9%
Non-discretionary0.1%
$180K
0% of total RAUM0.1%
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.
Total AUM$136M
Total Accounts244
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee56:1
10Y Employee Change—
* 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.