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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2012
- Office Locations
- 1
Office Locations
About Veritas Wealth Management, LLC
Veritas Wealth Management is a CPA-led RIA in Salt Lake City founded by Troy Knighton, CPA. The firm provides comprehensive wealth management and financial planning for individuals, families, and businesses, including tax-efficient investing, complex tax and estate planning, insurance, and retirement plan support for entities such as trusts and nonprofits. Investment approach emphasizes evidence-based, academically grounded portfolio management using ETFs and mutual funds; custody includes Schwab and Fidelity.
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Owner & Executives
TROY WAYNE KNIGHTON
Chief Compliance Officer, Founder, Managing Member, Partner
- CRD
- #6018337
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,659,158 | $558,268 |
| Non-Discretionary | $179,846 | $179,846 |
| Total | $135,839,004 | $556,717 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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