Veritas Wealth Management

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

2180 S 1300 E Ste 360, Salt Lake City, U...

Phone Number

(801) 596-9999

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
2
2
1

About Veritas Wealth Management

Established in 2012. I'm Troy Knighton, CPA, the founder of Veritas Wealth Management. My dedication to working on complicated tasks efficiently and effectively allows me and my clients to spend more time doing the things we love. I am a multifaceted advisor who helps individuals, families, and businesses achieve long-term financial goals. I work with a variety of entities including trusts, partnerships, not-for-profit organizations, and retirement plans. As a Certified Public Accountant, I am particularly well qualified to assist clients with complex tax and estate planning needs. You do not have to be a Certified Public Accountant to be a financial advisor, but there are significant advantages to having an extensive knowledge of the tax code. In 2012, I founded Veritas Wealth Management, LLC, partnering with some of the nation's premier wealth management solution providers to bring my vision to life.Explore more
Veritas Wealth Management's Social MediaPopular SearchesVeritas Wealth ManagementVeritas Wealth Management LLCVeritas Holdings LLCWealth Management LLCVerita LLCSIC Code 62,628NAICS Code 52,523Show more

Veritas Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Veritas Wealth Management

<$5M
1-10
Private
-
2012
IB
Istene BarnardOffice Manager
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
-
MC
Michael CalzolanoManaging Member and Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Veritas Wealth Management Tech Stack

A closer look at the technologies used by Veritas Wealth Management

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Frequently Asked Questions Regarding Veritas Wealth Management

What is Veritas Wealth Management's official website?
Veritas Wealth Management's official website is www.veritaswm.com
What is Veritas Wealth Management's Revenue?
Veritas Wealth Management's revenue is <$5 Million
What is Veritas Wealth Management's SIC code?
Veritas Wealth Management's SIC: 62,628
What is Veritas Wealth Management's NAICS code?
Veritas Wealth Management's NAICS: 52,523
How many employees does Veritas Wealth Management have?
Veritas Wealth Management has 1-10 employees
What industry does Veritas Wealth Management belong to?
Veritas Wealth Management is in the industry of: Finance, Securities Trading
What is Veritas Wealth Management competition?
Veritas Wealth Management top competitors include: Copper Canyon Wealth Management, Encompass Wealth Management, Stockade Wealth Management, Clarity Capital Advisors
What technology does Veritas Wealth Management use?
Some of the popular technologies that Veritas Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Veritas Wealth Management?
Veritas Wealth Management contact info: Phone number: (801) 596-9999 Website: www.veritaswm.com
What does Veritas Wealth Management do?

Established in 2012. I'm Troy Knighton, CPA, the founder of Veritas Wealth Management. My dedication to working on complicated tasks efficiently and effectively allows me and my clients to spend more time doing the things we love. I am a multifaceted advisor who helps individuals, families, and businesses achieve long-term financial goals. I work w... ith a variety of entities including trusts, partnerships, not-for-profit organizations, and retirement plans. As a Certified Public Accountant, I am particularly well qualified to assist clients with complex tax and estate planning needs. You do not have to be a Certified Public Accountant to be a financial advisor, but there are significant advantages to having an extensive knowledge of the tax code. In 2012, I founded Veritas Wealth Management, LLC, partnering with some of the nation's premier wealth management solution providers to bring my vision to life.Read More

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

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