Multi-Family OfficeRIA · CRD 290625

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Veracity Wealth Management LLC

VERACITY WEALTH MANAGEMENT LLC is a state-registered investment adviser in OAKBROOK TERRACE, IL. The firm manages approximately $49 million in regulatory...

Veracity Wealth Management LLC

VERACITY WEALTH MANAGEMENT LLC is a state-registered investment adviser in OAKBROOK TERRACE, IL. The firm manages approximately $49 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Wealth ManagementFinancial Services

Frequently asked questions

Does Veracity Wealth Management use direct investments or only fund-of-funds?

Veracity Wealth Management's investment approach relies on external asset managers and institutional custodians rather than proprietary direct investments. The firm does not publicly report direct holdings, co-investments, or special-purpose vehicles. Its model is aligned with traditional RIA practice, accessing public markets and pooled alternatives through third parties.

Who are the principals or leadership at Veracity Wealth Management?

The firm's named principals are not publicly available in industry databases, SEC forms, or media articles. No CEO, CIO, or managing director's name is confirmed for Veracity Wealth Management. This lack of disclosed leadership limits external due diligence.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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