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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| OLIVER, ROBERT, EVAN | I | PRINCIPAL | C | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PRINCIPAL | C | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PRINCIPAL | C | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PRINCIPAL | C | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PRINCIPAL | C | Control |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BECKLER, RYAN, PATRICK | I | PRINCIPAL | A | |
| BRANDENBORG, JOHN, DAVID | I | INVESTOR | A | |
| BRANDENBORG, JOHN, DAVID | I | INVESTOR | A | |
| BRANDENBORG, JOHN, DAVID | I | INVESTOR | A | |
| BRANDENBORG, JOHN, DAVID | I | INVESTOR | A |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
CA NH TX
Address
ONE HARBOR DRIVESUITE 300
SAUSALITO, CA 94965
United States
Phone: 415-561-3340