CRD: 290625
Veracity Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2017
- Office Locations
- 1
Office Locations
About Veracity Wealth Management LLC
Veracity Wealth Management is a Chicago-area RIA founded in 2017 by Jeremy Johnson, CFA, CFP, providing holistic wealth management for high net worth clients nationwide. Services include investment management, income tax planning, retirement and estate planning, and insurance/risk analysis. Portfolios follow a disciplined yet flexible construction process and commonly use ETFs and public funds alongside U.S. government/agency bonds, custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEREMY RICHARD JOHNSON
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5868008
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,785,390 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,785,390 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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