VERITA STRATEGIC WEALTH PARTNERS, LLC

CRD

335215

SEC file #

801-132313

EIN

—

DBA names

—

Economics

AUM

$1.01B

AUM band

$1B+

AUM trajectory

'25 · $854.8M

'26 · $1.01B

'25'26

$854.8M → $1.01B▲ +18%

sec adv history

Client mix

Individuals High Net Worth

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 5 advisors

'25'26

3 advisors → 5 advisors▲ +67%

sec adv history

Primary office

SAN FRANCISCO CA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/20/2026

ADV-W filed at

—

Website

veritawealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

COFFEY, KELLY, CESARE

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

COFFEY, KELLY, CESARE

CONNORS, CHRISTINE, LEONG

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

VERITAWEALTH.COM

Rdap Domain Creation Date

2025-02-19T19:01:42Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2030-02-19T19:01:42Z

Rdap Domain Last Changed

2025-08-22T02:38:42Z

Rdap Nameservers

Ns11.domaincontrol.comNs12.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2632016

Trust Company Affiliate