# VERITA STRATEGIC WEALTH PARTNERS, LLC

VERITA STRATEGIC WEALTH PARTNERS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335215
- Type: SEC-registered investment adviser
- SEC file number: 801-132313
- Location: 447 BATTERY STREET, SUITE 200, SAN FRANCISCO, CA, 94111
- Phone: 4155204345
- Latest filing: 2026-03-20
- Regulatory AUM: $1.0B
- Discretionary AUM: $194.9M
- Non-discretionary AUM: $818.0M
- Clients: 9
- Accounts: 17

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Daniel Hayes | CHIEF COMPLIANCE OFFICER | — |
| Christine Leong Connors | CO-FOUNDER | — |
| Kelly Cesare Coffey | CO-FOUNDER | — |
| Iain Russell Mcneil | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335215/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335215/similar
- Related entities: https://search.stillhousedata.com/firm/335215/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335215

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.