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Building 2VERITAS WEALTH MANAGEMENT

Map pinLAKE OSWEGO, OR
Phone503-726-5917
NotebookSEC #801-117893
Total AUM
$15.8M
Employees
1
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5200 MEADOWS ROAD
SUITE 150
LAKE OSWEGO
OR 97035
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
503-726-5917

ReceiptFinancials

Total AUM
$15.8M
Accounts
80
Discretionary
$15.8M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$14.1M
HNW Individual Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHOR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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