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VERITAS WEALTH MANAGEMENT Rhode Island

Business and Investment Profile

The VERITAS WEALTH MANAGEMENT Rhode Island is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VERITAS WEALTH MANAGEMENT Rhode Island is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 0.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1130 TEN ROD ROAD SUITE E207, NORTH KINGSTOWN, RHODE ISLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 0 types of clients.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

VERITAS WEALTH MANAGEMENT Rhode Island names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: VERITAS WEALTH MANAGEMENT Rhode Island

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Generated 2026-09-12T06:54:46.7143905.  © 2026 Convergence.