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Verita Strategic Wealth Partners, LLC

CRD 335215  ·  San Francisco, CA  ·  $1.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
335215
SEC number
801-132313
Firm type
RIA
Assets under management
$1.0B as of Mar 20, 2026
Website
www.veritawealth.com ↗
Phone
4155204345
Address
447 Battery Street, San Francisco, CA, 94111

Advisors at this firm

3 in our index · page 1 of 1

1–3 of 3

Source & corrections

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SEC IAPD record for firm CRD 335215 ↗ FINRA BrokerCheck record for firm CRD 335215 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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