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- Custodian
- Barclays · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2003
- Office Locations
- 1
Office Locations
About Verity Wealth Advisors, LLC
VERITY Wealth Advisors is a Sausalito, CA RIA providing investment management and financial planning for retail clients. The firm emphasizes asset allocation and portfolio construction using public funds, ETFs, and fixed income, with capabilities that include socially responsible investing and select alternative exposures. Founded in 2003 by Evan Oliver, CFA, CFP (ex–Merrill Lynch equity/equity-derivatives leader and Salomon Brothers convertible bond specialist); typically custodies with Charles Schwab.
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Owner & Executives
ROBERT EVAN OLIVER
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #2407919
- Ownership
- 75% or more
RYAN PATRICK BECKLER
PRINCIPAL, Wealth Advisor
- CRD
- #5594229
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,601,248 | $5,552,025 |
| Non-Discretionary | $930,879 | $465,440 |
| Total | $278,532,127 | $5,356,387 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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