Desimone Investments, Llc D.b.a. Veritas Wealth Management, LLC

Desimone Investments, Llc D.b.a. Veritas Wealth Management, LLC (CRD# 156990) is a financial advisory firm headquartered in , . They manage $9,200,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $115,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Desimone Investments, Llc D.b.a. Veritas Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James S. Desimone
CRD#: 5920013
Woodbridge, NJ
93
Wealthminder
score

James Desimone (CRD# 5920013) is an Investment Advisor Representative working at Desimone Investments, Llc D.b.a. Veritas Wealth Management, LLC in Woodbridge, NJ and has over 5 years of experience in the finance industry.

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