Verita Strategic Wealth Partners, LLC
SEC RegisteredDeeply personalized, strategic guidance for modern wealth creators
About the firm
Verita Strategic Wealth Partners was created by Christine and Kelly after decades of leading top-performing businesses in investment banking, private banking, and multi-family office firms. The firm combines top talent and institutional rigor with technology-enabled, bespoke solutions designed to meet the complexity and pace of clients' dynamic lives. Verita believes wealth is multidimensional, spanning financial capital, health, time, purpose, community, impact, and legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Co-sourced family office services, strategic wealth management, personalized financial planning, and bespoke solutions covering personal wealth, business ownership, impact, family, and legacy.
Who they serve
Founders, creators, and executives — modern wealth creators
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 17 | $1.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Verita Strategic Wealth Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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