VERITY WEALTH ADVISORS, LLC

VERITY WEALTH ADVISORS, LLC of SAUSALITO, CA is an SEC-registered investment adviser (CRD 126742). Regulatory assets under management: $278.5M.

Registration

• CRD: 126742
• SEC file number: 801-62022
• Type: Registered investment adviser
• Location: ONE HARBOR DRIVE, SUITE 300, SAUSALITO, CA, 94965
• Phone: 415-561-3340
• Latest filing: 2026-01-15
• Regulatory AUM: $278.5M
• Discretionary AUM: $277.6M
• Non-discretionary AUM: $931K
• Clients: 2
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (8)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search