VW
Veritas Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 160600
· SEC file 801-135528
· Salt Lake City, UT
·
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ADV data as of Feb 09, 2026
- Regulatory AUM
- $136M
- Discretionary
- $136M
- Clients
- 56
- Avg AUM / client
- $2.4M
- Accounts
- 244
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $19.2M | 14.1% |
| High net worth individuals | 28 | $107M | 78.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.2M | 0.9% |
| Charitable organizations | Fewer than 5 clients | $8.5M | 6.24% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Troy Wayne Knighton | Registered representative | CFP Personal Financial Specialist | May 2012 (14y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $102M (75% of AUM) Feb 2026
- National Financial Services (Fidelity) $31.0M (23% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗