Veracity Wealth Management LLC

Veracity Wealth Management LLC provides wealth management, financial planning, investment management, tax optimization, and estate planning to high-net-worth families. The firm operates as a registered investment advisor (RIA) and multi-family office, using third-party custodians and external asset managers. Service offerings are tailored for clients seeking integrated financial management.

Veracity Wealth Management LLC describes itself as a registered investment advisor and multi-family office. This indicates it serves multiple families rather than a single ultra-high-net-worth principals. The firm's fiduciary RIA structure is distinct from single-family offices that manage one family's assets exclusively.

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.

Veracity Wealth Management does not publicly disclose its assets under management. No AUM figure or band appears in SEC filings, firm communications, or media coverage. The firm's scale relative to other RIAs or multi-family offices cannot be determined from public sources.

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.