Veritas Wealth Management, LLC: new SEC registration, $136M AUM, Salt Lake City, UT
Veritas Wealth Management, LLC (Salt Lake City, Utah): new SEC registration, $136M AUM, Salt Lake City, UT. Its amount of 136 is above the median of 134 (51st percentile). Dated 238 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 136 · 51th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Veritas Wealth Management, LLC |
| Legal name | Veritas Wealth Management, LLC |
| CRD | 160600 |
| Status | Approved |
| Registered with the SEC | 2026-03-11 |
| Latest Form ADV filing | 2026-02-09 |
| Location | Salt Lake City, UT, United States |
| Regulatory AUM | $135,839,004 |
| Accounts | 244 |
| Employees | 1 |
| Website | HTTPS://WWW.LINKEDIN.COM/COMPANY/VERITAS-WEALTHMANAGEMENT- LLC/ |
| amount percentile | 51th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (UT first): West Rim II Ugp, LLC · Tanara Wealth Management LLC · Olympus Peaks Financial, LLC · Heaton Financial, Pc · Larson Williams Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Veritas Wealth Management, LLC and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- Veritas Wealth Management, LLC's amount: 51st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $136M under management.
- Website on file.
What is the NewRiaPulse record for Veritas Wealth Management, LLC in Salt Lake City, Utah?
Veritas Wealth Management, LLC received SEC registration as an investment adviser (2026-03-11) with $135,839,004 in regulatory assets under management, based in Salt Lake City, UT.
How does Veritas Wealth Management, LLC compare to other Utah NewRiaPulse records?
Its amount of 136 sits in the upper half (51th percentile) of 1,149 records; the median is 134. It is 238 days old; check the official source for later updates before acting.
Veritas Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Veritas Wealth Management, LLC | Salt Lake City, UT | 136 | 51st | 2026-03-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.