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Building 2VERITAS WEALTH MANAGEMENT, LLC

Map pinSALT LAKE CITY, UT
Phone801-596-9999
NotebookSEC #801-135528
Total AUM
$135.8M
Employees
1
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2180 SOUTH 1300 EAST, SUITE 360
SALT LAKE CITY
UT 84106
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
801-596-9999

ReceiptFinancials

Total AUM
$135.8M
Accounts
244
Discretionary
$135.7M
Accounts
243
Non-Discretionary
$179.8K
Accounts
1

ContactClients

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Individual Clients
28
AUM
$19.2M
HNW Individual Clients
28
AUM
$107M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$8.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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