This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.0BItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$195M

Private client RAUM

$1.0BderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$338Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

17

Individual clients

0

High net worth clients

17

SEC number

801-132313

CRD

335215

Filings on the tape

4

First filed

Mar 14, 2025

Latest filed

Mar 20, 2026

Organised

Limited Liability Company, DE

Website

veritawealth.com

• Occurred

  Jul 7, 2025
  Team lift-out

  2 advisors left Ieq Capital, LLC (San Francisco, CA) for Verita Strategic Wealth Partners, LLC within 9 days

  Form ADVobserved 3 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c9f0c8a0-ac88-49da-0111-2e2d0bbe82a7

First observed

Mar 14, 2025

Last observed

Mar 20, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.