$99.0M Total AUM
$99.0M Disc. AUM
-- 3Y CAGR
3 Employees
371 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2009
- Office Locations
- 1
Office Locations
140 West Huffaker Lane STE 510 Reno NV
About Veritas Wealth Advisors
Veritas Wealth Advisors is an independent wealth services firm in Reno, Nevada serving affluent individuals with integrated retirement planning, investment management, and estate planning. Portfolios are primarily implemented with ETFs, and the firm supports custody through platforms such as Charles Schwab and LPL Financial.
Team overview
47 AVG AGE
$99.0M AVG AUM / ADVISOR
$266.9K AVG AUM / CLIENT
9.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
KRISTINE MARIE RICHTER
Secretary, TREASURER, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
MICHAEL BROCK RICHTER
Chief Compliance Officer, Managing Director, President
- CRD
- #4607451
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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S
Sean Michael Bieker
--
- CRD
- #7028095
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,036,878 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,036,878 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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