Data / Investment advisers / Utah / Veritas Wealth Management, LLC
Veritas Wealth Management, LLC, Salt Lake City, UT: $136 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Veritas Wealth Management, LLC is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $136 million in regulatory assets under management in its Form ADV filed February 9, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 160600
- SEC file number
- 801-135528
- SEC status
- Approved, effective March 11, 2026
- Main office
- 2180 South 1300 East, Suite 360, Salt Lake City, UT 84106
- Phone
- (801) 596-9999
- Regulatory AUM
- $135,839,004 in the Form ADV filed February 9, 2026
- Discretionary AUM
- $135,659,158
- Non discretionary AUM
- $179,846
- Accounts
- 244
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $107 million |
| Individuals (other than high net worth individuals) | 28 | $19.2 million |
| Charitable organizations | Fewer than 5 | $8.5 million |
| Pension and profit sharing plans | Fewer than 5 | $1.2 million |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Burrus | Salt Lake City | $240.7 million | Not listed | adviserinfo.sec.gov |
| Refined Wealth Management | Salt Lake City | $210.9 million | Not listed | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | $179.2 million | 3 | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | Not listed | adviserinfo.sec.gov |
| Guardian Wealth Management | Salt Lake City | $174.8 million | Not listed | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | Not listed | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | Not listed | adviserinfo.sec.gov |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Veritas Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.