VERITAS WEALTH MANAGEMENT, LLC

VERITAS WEALTH MANAGEMENT, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 160600). Regulatory assets under management: $135.8M.

Registration

• CRD: 160600
• SEC file number: 801-135528
• Type: Registered investment adviser
• Location: 2180 SOUTH 1300 EAST, SUITE 360, SALT LAKE CITY, UT, 84106
• Phone: 801-596-9999
• Latest filing: 2026-02-09
• Regulatory AUM: $135.8M
• Discretionary AUM: $135.7M
• Non-discretionary AUM: $180K
• Clients: 1
• Accounts: 244

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search