Veritas Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Veritas Private Wealth Management is a fee‑only, state‑registered investment adviser that offers discretionary investment management and related advisory services to individuals, high‑net‑worth clients, and businesses. The firm was formed in late 2025 and reported zero assets under management as of January 15, 2026.
The firm’s investment approach uses Modern Portfolio Theory and a mix of passive and active strategies, applying fundamental and cyclical analysis to set asset allocation and select funds or individual securities. Veritas may allocate portions of portfolios to independent outside managers or turnkey programs and says it conducts due diligence and ongoing monitoring of those managers, including reviews of underlying holdings and compliance infrastructure.
Notably, Veritas emphasizes the selection and oversight of other advisers as part of its offering and discloses that outside manager fees are layered in addition to its advisory fee, a practice that is relatively uncommon among peers. The firm requires custody on an institutional Schwab platform, does not vote client proxies, and its principal holds the Certified Private Wealth Advisor (CPWA) designation.
Client services
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Active portfolio management
Wealth management
Private / alternative investments
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Veritas Private Wealth Management
2550 Meridian Boulevard, Suite 200
Franklin TN 37076, United States
Number of offices
1
Most active in
Veritas Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
Tennessee
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
Quick links
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