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VERITA STRATEGIC WEALTH PARTNERS, LLC
CRD 335215File 801-132313
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$194.9M
Non-discretionary $818.0M
Clients
17
17 accounts
Employees
9
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 2, 2025
- Principal office
- 447 BATTERY STREET, SUITE 200, SAN FRANCISCO, CA, 94111
- Phone
- 4155204345
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $194.9M
- Non-discretionary AUM
- $818.0M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 5
- Total accounts
- 17
- AUM per client
- $59.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 17 | $1.01B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 9 | increased by3 |
| Apr 1, 2026 | Clients | 7 | 17 | increased by10 |
| Apr 1, 2026 | AUM | $854,800,000 | $1,012,849,398 | increased by$158,049,398 |
| Apr 1, 2026 | Accounts | 12 | 17 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 2 | 6 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 0 | 7 | increased by7 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $854,800,000 | increased by$854,800,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 12 | increased by12 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VERITA STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERITA STRATEGIC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.