VERITY WEALTH ADVISORS, LLC
CRD #126742 SEC #801-62022 SAUSALITO, CA 415-561-3340
SEC Registered
Total AUM
$244.8M
Discretionary
$237.5M
Employees
2
Clients
26
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $244.8M | $237.5M | $7.3M | 2 | 10 |
| Feb 2024 | $217.8M | $214.3M | $3.5M | 2 | 10 |
| Mar 2023 | $189.5M | $189.5M | $0 | 2 | 9 |
| Apr 2022 | $201.9M | $201.9M | $0 | 2 | 9 |
| Mar 2022 | $201.9M | $201.9M | $0 | 3 | 9 |
| Feb 2022 | $201.9M | $201.9M | $0 | 2 | 9 |
| Mar 2021 | $208.7M | $208.7M | $0 | 2 | 10 |
| Jun 2020 | $201.8M | $201.8M | $0 | 2 | 10 |
| Mar 2020 | $201.8M | $201.8M | $0 | 2 | 10 |
| Dec 2019 | $168.7M | $168.7M | $0 | 2 | 10 |
| Mar 2019 | $168.7M | $168.7M | $0 | 2 | 10 |
| Mar 2018 | $188.5M | $188.5M | $0 | 2 | 10 |
| Mar 2018 | $188.5M | $188.5M | $0 | 2 | 10 |
| Apr 2017 | $158.3M | $158.2M | $179.5K | 2 | 26 |
| Mar 2017 | $158.3M | $158.2M | $179.5K | 2 | 26 |
| Mar 2016 | $117.6M | $108.9M | $8.7M | 2 | 26 |
| Dec 2015 | $123.1M | $123.1M | $0 | 2 | 26 |
| Mar 2015 | $123.1M | $123.1M | $0 | 2 | 26 |
| Mar 2014 | $113M | $0 | $113M | 2 | 26 |
| Jan 2013 | $144.1M | $144.1M | $0 | 2 | 26 |
| Feb 2012 | $121.8M | $121.8M | $0 | 1 | 26 |
| Apr 2011 | $102.5M | $102.5M | $0 | 5 | -- |
| Mar 2011 | $102.5M | $102.5M | $0 | 5 | -- |
| Jul 2010 | $107M | $107M | $0 | 5 | -- |
| Mar 2010 | $123M | $107M | $16M | 5 | -- |
| Mar 2010 | $123M | $107M | $16M | 5 | -- |
| Jan 2010 | $123M | $107M | $16M | 5 | -- |
| Sep 2009 | $75.8M | $75.8M | $0 | 5 | -- |
| May 2009 | $75.8M | $75.8M | $0 | 5 | -- |
| Apr 2007 | $38.5M | $31.9M | $6.6M | 5 | -- |
| Mar 2007 | $195M | $46.3M | $148.8M | 5 | -- |
| Mar 2006 | $98.1M | $59.1M | $39M | 5 | -- |
| Sep 2005 | $50.6M | $36M | $14.6M | 5 | -- |
| Jan 2005 | $50.6M | $36M | $14.6M | 5 | -- |
DateMar 2025
Total AUM$244.8M
Discretionary$237.5M
Non-Disc.$7.3M
Employees2
Clients10
DateFeb 2024
Total AUM$217.8M
Discretionary$214.3M
Non-Disc.$3.5M
Employees2
Clients10
DateMar 2023
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees2
Clients9
DateApr 2022
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees2
Clients9
DateMar 2022
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees3
Clients9
DateFeb 2022
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees2
Clients9
DateMar 2021
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees2
Clients10
DateJun 2020
Total AUM$201.8M
Discretionary$201.8M
Non-Disc.$0
Employees2
Clients10
DateMar 2020
Total AUM$201.8M
Discretionary$201.8M
Non-Disc.$0
Employees2
Clients10
DateDec 2019
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees2
Clients10
DateMar 2019
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees2
Clients10
DateMar 2018
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees2
Clients10
DateMar 2018
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees2
Clients10
DateApr 2017
Total AUM$158.3M
Discretionary$158.2M
Non-Disc.$179.5K
Employees2
Clients26
DateMar 2017
Total AUM$158.3M
Discretionary$158.2M
Non-Disc.$179.5K
Employees2
Clients26
DateMar 2016
Total AUM$117.6M
Discretionary$108.9M
Non-Disc.$8.7M
Employees2
Clients26
DateDec 2015
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees2
Clients26
DateJan 2013
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees2
Clients26
DateFeb 2012
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$123M
Discretionary$107M
Non-Disc.$16M
Employees5
Clients--
DateMar 2010
Total AUM$123M
Discretionary$107M
Non-Disc.$16M
Employees5
Clients--
DateJan 2010
Total AUM$123M
Discretionary$107M
Non-Disc.$16M
Employees5
Clients--
DateSep 2009
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$38.5M
Discretionary$31.9M
Non-Disc.$6.6M
Employees5
Clients--
DateMar 2007
Total AUM$195M
Discretionary$46.3M
Non-Disc.$148.8M
Employees5
Clients--
DateMar 2006
Total AUM$98.1M
Discretionary$59.1M
Non-Disc.$39M
Employees5
Clients--
DateSep 2005
Total AUM$50.6M
Discretionary$36M
Non-Disc.$14.6M
Employees5
Clients--
DateJan 2005
Total AUM$50.6M
Discretionary$36M
Non-Disc.$14.6M
Employees5
Clients--