VERITAS WEALTH MANAGEMENT LLC

VERITAS WEALTH MANAGEMENT LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 289046). Regulatory assets under management: $26.5M.

Registration

• CRD: 289046
• Type: Registered investment adviser
• Location: 5900 CORE RD. SUITE 201, CHARLESTON, SC, 29406
• Phone: 843-408-0611
• Latest filing: 2026-03-24
• Regulatory AUM: $26.5M
• Non-discretionary AUM: $26.5M
• Clients: 4
• Accounts: 153

Business model

Compensation: % of AUM.

Clients served: 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 289046 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search