Veracity Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,785,390
Clients
19
58% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$2,567,652
About
Veracity Wealth Management is an independent, single‑advisor registered investment adviser that manages about $48.8 million in discretionary assets for a small client base that includes individuals (including high‑net‑worth clients), trusts, and businesses. The firm offers discretionary portfolio management and comprehensive financial and estate planning (the latter generally provided as an adjunct to managed accounts), implementing mutual funds, ETFs, individual equities and fixed income, and other structured or private investments.
The firm customizes portfolios to client goals, risk tolerances and broader tax and estate considerations, and uses quantitative optimization, computer‑based risk/return analysis and technical models as part of its investment process. In addition to traditional securities, Veracity Wealth may engage derivative strategies (covered calls, puts, collars), hedge or monetize concentrated stock positions, utilize separate account managers and, in limited circumstances, employ leverage through certain funds or managers.
Noteworthy distinctions for this solo practice include a typical account minimum of $1,000,000 (waivable) and a very small roster of 19 clients, yielding a relatively high assets‑per‑client profile for a one‑advisor firm. The firm also relies on third‑party technology and institutional custodian relationships (with associated institutional services and reporting platforms), does not charge performance‑based fees or participate in wrap programs, and is deemed to have custody of certain client assets (subject to surprise custody audits).
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Cash flow / budgeting
Life insurance needs analysis
General estate planning guidance
Occupation focus
Founder/Business Owner
Retired
Executive
Fee options
Fixed fee for financial planning services typically ranges from $5,000 to $20,000 per year, negotiated based on complexity and client needs.
$0 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $7,000,000: 0.60% annually $7,000,001+: 0.45% annually
Account minimum: $1,000,000
Main office location
Veracity Wealth Management LLC
17 W220 22 Nd Street, Suite 445
Oakbrook Terrace IL 60181, United States
Number of offices
1
Most active in
Veracity Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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