CRD: 335215
Verita Strategic Wealth Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
About Verita Strategic Wealth Partners, LLC
Verita Strategic Wealth Partners is an SEC-registered, operator-led advisory firm serving modern wealth creators—founders, entrepreneurs, and executives. The team delivers comprehensive wealth strategy across planning, taxes, estate, liquidity, credit and investments, alongside family advisory and co-sourced family office support. Portfolios emphasize tax-efficient public markets with curated access to private investments and deal diligence. Client reporting and portal run on Addepar.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KELLY CESARE COFFEY
Co-founder
- CRD
- --
- Ownership
- 25% but less than 50%
CHRISTINE LEONG CONNORS
Co-founder
- CRD
- #4351229
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
AUTUMN JOY ANDERSON
--
- CRD
- #6420058
Aaron S Brailov
--
- CRD
- #7409611
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,851,375 | $16,237,615 |
| Non-Discretionary | $817,998,023 | $163,599,605 |
| Total | $1,012,849,398 | $59,579,376 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing