VERITAS WEALTH ADVISORS, LLC

VERITAS WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 130027). Regulatory assets under management: $35.8M.

Registration

• CRD: 130027
• Type: Registered investment adviser
• Phone: 225-751-1899
• Latest filing: 2026-04-18
• Regulatory AUM: $35.8M
• Discretionary AUM: $28.6M
• Non-discretionary AUM: $7.3M
• Clients: 2
• Accounts: 44

Business model

Compensation: % of AUM, Fixed, Performance, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130027 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search