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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-19-2018
- Office Locations
- 2
Office Locations
About Veritas Wealth Management LLC
Veritas Wealth Management, LLC is an independent Charleston, SC advisory firm providing technology-driven financial planning and portfolio strategy, including investment management, retirement planning, and estate guidance through life transitions. The practice builds tailored portfolios with significant ETF usage and incorporates Nitrogen (Riskalyze) risk profiling; custody includes Charles Schwab.
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Owner & Executives
KAIRENE AMBER HOLGATE
Registered Representative, VICE PRESIDENT
- CRD
- #5572644
- Ownership
- 50% but less than 75%
ANDREW ROBERT REINA
President, Registered Representative
- CRD
- #5609736
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,457,243 | -- |
| Total | $26,457,243 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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