Veritas Wealth Management LLC

Veritas Wealth Management LLC (CRD# 289046) is a financial advisory firm headquartered in Charleston, SC. They manage $24,244,247 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

5900 Core Rd. Suite 201, Charleston, SC 29406

http://www.veritas-wm.com

By the Numbers

Total Assets Under Management

24

MILLION
Total Number of Accounts

123

ACCOUNTS
Average Account Value

$197,108

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Veritas Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Kairene A. Holgate

CRD#: 5572644

5900 Core Rd. Suite 201, Charleston, SC 29406

Kairene Holgate (CRD# 5572644) is an Investment Advisor Representative working at Veritas Wealth Management LLC in Charleston, SC and has over 11 years of experience in the finance industry.

Andrew R. Reina

CRD#: 5609736

1761 Nantahala Blvd, Mount Pleasant, SC 29464

Andrew Reina (CRD# 5609736) is an Investment Advisor Representative working at Veritas Wealth Management LLC in Mount Pleasant, SC and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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