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Building 2VERITA STRATEGIC WEALTH PARTNERS, LLC

Map pinSAN FRANCISCO, CA
Phone4155204345
NotebookSEC #801-132313
Total AUM
$1B
Employees
9
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
447 BATTERY STREET
SUITE 200
SAN FRANCISCO
CA 94111
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
4155204345
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
17
Discretionary
$194.9M
Accounts
12
Non-Discretionary
$818M
Accounts
5

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
17
AUM
$1B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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