CRD: 130027
Veritas Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2010
- Office Locations
- 2
Office Locations
About Veritas Wealth Advisors, LLC
Veritas Wealth Advisors is an independent Baton Rouge-based wealth management firm providing risk-appropriate asset management and financial planning. The team brings 75+ years of combined experience and focuses on long-term wealth preservation and growth for individuals and business-owner/entrepreneur clients. Portfolios are ETF-centric, with cash and municipal bond exposure as needed, and custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY ALEXANDER NICOLICH IV IV
Managing Member
- CRD
- #2188934
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Christopher Scott Nicolich
--
- CRD
- #8165684
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,553,831 | -- |
| Non-Discretionary | $7,259,301 | -- |
| Total | $35,813,132 | -- |
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 % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing