Veritas Wealth Partners, LLC

Veritas Wealth Partners, LLC (CRD# 312247) is a financial advisory firm headquartered in , . They manage $120,309,852 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/79931376/admin/
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,083,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Veritas Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Enrique Figueroa, financial advisor San Mateo CA
Enrique Figueroa
CRD#: 2575310
San Mateo, CA

Enrique Figueroa (CRD# 2575310) is an Investment Advisor Representative working at Veritas Wealth Partners, LLC in San Mateo, CA and has over 29 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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