Veritas Wealth Advisors

Finance · Nevada, United States · 1-10 Employees

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Overview

Headquarters

140 W Huffaker Ln Ste 510, Reno, Nevada,...

Phone Number

(775) 324-7878

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Veritas Wealth Advisors

Veritas Wealth Advisors is a premier boutique wealth management practice located in Reno, Nevada, with over 25 years of experience. They provide coordinated wealth management services by collaborating with estate attorneys, CPAs, and financial advisors to create comprehensive strategies tailored to individual client needs. Their offerings include wealth management, retirement services, legacy planning, qualified retirement plan management, and portfolio management. The firm focuses on building long-term relationships with clients, ensuring open communication and a holistic approach to financial planning.Explore more
Veritas Wealth Advisors's Social MediaPopular SearchesVeritas Wealth AdvisorsWealth AdvisorsAdvisor LaunchpadVeritasWealthAdvisorSIC Code 62,628NAICS Code 52,523Show more

Veritas Wealth Advisors Org Chart

PhoneEmail
ST
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Veritas Wealth Advisors

<$5M
1-10
Private
-
-
ST
Sheryl TingleOffice Administrator
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1985
FY
Frederick YankeeFinancial Professional
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2014
Indira al-Rashid, Director of Impressions at Smart Cents
Indira al-RashidDirector of Impressions
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Veritas Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Veritas Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Veritas Wealth Advisors.

Veritas Wealth Advisors Tech Stack

A closer look at the technologies used by Veritas Wealth Advisors

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Frequently Asked Questions Regarding Veritas Wealth Advisors

What is Veritas Wealth Advisors's official website?
Veritas Wealth Advisors's official website is www.veritaswa.com
What is Veritas Wealth Advisors's Revenue?
Veritas Wealth Advisors's revenue is <$5 Million
What is Veritas Wealth Advisors's SIC code?
Veritas Wealth Advisors's SIC: 62,628
What is Veritas Wealth Advisors's NAICS code?
Veritas Wealth Advisors's NAICS: 52,523
How many employees does Veritas Wealth Advisors have?
Veritas Wealth Advisors has 1-10 employees
What industry does Veritas Wealth Advisors belong to?
Veritas Wealth Advisors is in the industry of: Finance, Securities Trading
What is Veritas Wealth Advisors competition?
Veritas Wealth Advisors top competitors include: Tradewinds Wealth Management, Smart Cents, Time Financial Service, Sopher Financial Group
What technology does Veritas Wealth Advisors use?
Some of the popular technologies that Veritas Wealth Advisors uses are: Cloudflare Website Optimization, Proofpoint, Datadog, BBB For Businesses
How do I contact Veritas Wealth Advisors?
Veritas Wealth Advisors contact info: Phone number: (775) 324-7878 Website: www.veritaswa.com
What does Veritas Wealth Advisors do?

Veritas Wealth Advisors is a premier boutique wealth management practice located in Reno, Nevada, with over 25 years of experience. They provide coordinated wealth management services by collaborating with estate attorneys, CPAs, and financial advisors to create comprehensive strategies tailored to individual client needs. Their offerings include w... ealth management, retirement services, legacy planning, qualified retirement plan management, and portfolio management. The firm focuses on building long-term relationships with clients, ensuring open communication and a holistic approach to financial planning.Read More

What are Veritas Wealth Advisors social media links?
Veritas Wealth Advisors Twitter page Veritas Wealth Advisors Facebook page
Is Veritas Wealth Advisors a public company?
Veritas Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Veritas Wealth Advisors

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