1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VERITY WEALTH ADVISORS, LLC

Map pinSAUSALITO, CA
Phone415-561-3340
NotebookSEC #801-62022
Total AUM
$278.5M
Employees
2
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE HARBOR DRIVE
SUITE 300
SAUSALITO
CA 94965
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
415-561-3340
Other Offices
2

ReceiptFinancials

Total AUM
$278.5M
Accounts
52
Discretionary
$277.6M
Accounts
50
Non-Discretionary
$930.9K
Accounts
2

ContactClients

View more in analytics →

Individual Clients
12
AUM
$10.9M
HNW Individual Clients
40
AUM
$267.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account