Firm profile

VERITA STRATEGIC WEALTH PARTNERS, LLC

SAN FRANCISCO, CACRD 335215Latest ADV March 20, 2026

Verita Strategic Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 20, 2026, reports $1.0B in regulatory assets under management, 9 employees, 2 offices, and 17 accounts.

Assets Under Management
$1.0B
Employees
9
Offices
2 offices
Total Clients
17
Primary office
SAN FRANCISCO, CA
447 BATTERY STREET, SUITE 200, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOPatrick D. Hayes
COOIain R. Mcneil

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
17
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.0Bas of March 20, 2026
Discretionary19.2%
$195M
19% of total RAUM19.2%
Non-discretionary80.8%
$818M
81% of total RAUM80.8%
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$1.0B
Total Accounts17
10Y AUM Change+$1.0B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee2:1
10Y Employee Change+7 (+350.0%)

* 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.