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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-2021
- Office Locations
- 2
Office Locations
About Veritas Wealth Partners, LLC
Veritas Wealth Partners is a fee-only RIA focused on preserving and growing client wealth through disciplined portfolio construction and ongoing monitoring, with meetings as often as clients prefer. The firm primarily builds portfolios using ETFs and other public funds, complemented by fixed income. Led by managing partners Enrique Figueroa (CFA, CFP) and Christopher Caruso, and custodies with Pershing.
Team overview
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Investment Themes
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Owner & Executives
CHRISTOPHER MICHAEL CARUSO
Chief Compliance Officer, Managing Member
- CRD
- #2456392
- Ownership
- 50% but less than 75%
ENRIQUE FIGUEROA
Investment Advisor, Managing Member
- CRD
- #2575310
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,652,500 | $1,224,817 |
| Non-Discretionary | $0 | -- |
| Total | $150,652,500 | $1,224,817 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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