Veritas Wealth Management: new SEC registration, $220M AUM, North Kingstown, RI
Veritas Wealth Management (North Kingstown, Rhode Island): new SEC registration, $220M AUM, North Kingstown, RI. Its amount of 220 is above the median of 134 (70th percentile). Dated 182 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: 220 · 70th percentile of 1,149 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related RI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Veritas Wealth Management |
| Legal name | Veritas Wealth Management LLC |
| CRD | 341084 |
| Status | Approved |
| Registered with the SEC | 2026-05-07 |
| Latest Form ADV filing | 2026-08-19 |
| Location | North Kingstown, RI, United States |
| Regulatory AUM | $219,866,414 |
| Accounts | 665 |
| Employees | 4 |
| Website | https://veritaswealthri.com/ |
| amount percentile | 70th of 1,149 (median 134, 1.6x median) |
| Peer records CSV (5 RI 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: 2026-05-07
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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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 and 5 Rhode Island peers
- Rhode Island NewRiaPulse records like this one: 5
- Veritas Wealth Management's amount: 70th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Rhode Island peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $220M under management.
- Website on file.
What is the NewRiaPulse record for Veritas Wealth Management in North Kingstown, Rhode Island?
Veritas Wealth Management received SEC registration as an investment adviser (2026-05-07) with $219,866,414 in regulatory assets under management, based in North Kingstown, RI.
How does Veritas Wealth Management compare to other Rhode Island NewRiaPulse records?
Its amount of 220 sits in the upper half (70th percentile) of 1,149 records; the median is 134. It is 182 days old; check the official source for later updates before acting.
Veritas Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Veritas Wealth Management | North Kingstown, RI | 220 | 70th | 2026-05-07 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Rhode Island NewRiaPulse: Approved
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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.