Verity Wealth Advisors, LLC

Verity Wealth Advisors, LLC (CRD# 126742) is a financial advisory firm headquartered in Sausalito, CA. They manage $117,592,952 in 149 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Verity Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Robert E. Oliver
CRD#: 2407919
1505 Bridgeway, Suite 208, Sausalito, CA 94965

Robert Oliver (CRD# 2407919) is an Investment Advisor Representative working at Verity Wealth Advisors, LLC in Sausalito, CA and has over 24 years of experience in the finance industry. Robert Oliver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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