VERITAS WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 312247). Regulatory assets under management: $150.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Enrique Figueroa | MANAGING MEMBER | — |
| Christopher Michael Caruso | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FIGUEROA ENRIQUE | MANAGING MEMBER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| CARUSO CHRISTOPHER MICHAEL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (714) 261-3174 |
| NEWPORT BEACH | CA | 1 | 17142613174 |
| AUSTIN | TX | 1 | 17142613174 |
| — | — | 1 | (714) 261-3174 |
| NEWPORT BEACH | CA | 1 | 17142613174 |
| AUSTIN | TX | 1 | 17142613174 |