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Veritas Wealth Management LLC

Headquartered in CHARLESTON, SC

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Firm Information

Veritas Wealth Management LLC is an investment advisor with 3 licensed agents and 2 registered representatives. They have a total of 123 clients and manage $24,244,247 in assets, primarily for individuals and corporations. The firm offers portfolio management for individuals and does not participate in wrap fee programs.

Veritas Wealth Management LLC

$24.24M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

VERITAS WEALTH MANAGEMENT LLC has a total of 2 branch locations across the country.
location

Mt. Pleasant, SC

location

CHARLESTON, SC

Advisors at Veritas Wealth Management LLC

View All 2 Advisors
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Andrew Robert Reina

RA

Mt. Pleasant, SC

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Kairene Amber Holgate

RA

CHARLESTON, SC

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Disclosures

There are no public disclosures for Veritas Wealth Management LLC.

Frequently Asked Questions (5)

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