VERACITY WEALTH MANAGEMENT LLC

VERACITY WEALTH MANAGEMENT LLC of OAKBROOK TERRACE, IL is an SEC-registered investment adviser (CRD 290625). Regulatory assets under management: $48.8M.

Registration

• CRD: 290625
• Type: Registered investment adviser
• Location: 17W220 22ND STREET, OAKBROOK TERRACE, IL, 60181
• Phone: 630-397-0630
• Latest filing: 2026-03-30
• Regulatory AUM: $48.8M
• Discretionary AUM: $48.8M
• Clients: 1
• Accounts: 96

Business model

Compensation: % of AUM, Hourly, Fixed.

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 290625 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search