RIA Intelligence

VERITAS WEALTH MANAGEMENT, LLC

Legal name: VERITAS WEALTH MANAGEMENT

CRD #306768 SEC #801-117893 LAKE OSWEGO, OR 503-726-5917
SEC Registered
Total AUM
$15.8M
Discretionary
$15.8M
Employees
1
Clients
0
Accounts
80

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 9, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RUNGE, ERIC, JONATHANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
RUNGE, ERIC, JONATHANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
RUNGE, ERIC, JONATHANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
RUNGE, ERIC, JONATHANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
RUNGE, ERIC, JONATHANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 9, 2020 REGISTERED

Notice Filings (3)

NH NY OR

Address

5200 MEADOWS ROAD
SUITE 150
LAKE OSWEGO, OR 97035
United States
Phone: 503-726-5917