VERITAS WEALTH PARTNERS, LLC

VERITAS WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 312247). Regulatory assets under management: $150.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (5)

NameRoleLocation
Enrique FigueroaMANAGING MEMBER
Christopher Michael CarusoMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
FIGUEROA ENRIQUEMANAGING MEMBER
BERNSTEIN DANIEL ADAMCHIEF COMPLIANCE OFFICER
CARUSO CHRISTOPHER MICHAELMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

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