Hedge Fund Database

VERITY WEALTH ADVISORS, LLC

Adviser information for VERITY WEALTH ADVISORS, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 49 $214.3M
Non-Discretionary 5 $3.5M
Total 54 $217.8M

Clients

Type Number RAUM
Individuals 10 $5.7M
HNW Individuals 41 $212.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 10
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-62022
SEC ERA File Number 801-62022
SEC CIK Numbers 1763138
SEC CRD Numbers 126742
Legal Entity Identifier None

Principal Office

ONE HARBOR DRIVE
SUITE 300
SAUSALITO
CA
United States
Monday - Friday, 8AM TO 4PM
Tel: 415-561-3340, Fax: 415-887-9302

Websites

www.veritywealth.com www.linkedin.com/company/1208427/ www.facebook.com/veritywealthadvisors/ www.plannersearch.org/financial-advisor/evan-oliver www.cfainstitute.org/community/membership/directory/pages/results.aspx?uid=1268516 institutedfa.com/cdfa-profile/?num=18013&keyword=&fromaddress=94965 www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/details/?key=7f29afeb-085e-4581-8d36-b73243e12e32

Chief Compliance Officer

EVAN OLIVER
PRINCIPAL, CHIEF COMPLIANCE OFFICER
ONE HARBOR DRIVE
SUITE 300
SAUSALITO
CA
United States
Tel: 415-561-3340
Fax: 415-887-9302
(Full email address available in API data)

Regulatory Contact

RYAN BECKLER
ASSISTANT CHIEF COMPLIANCE OFFICER
ONE HARBOR DRIVE
SUITE 300
SAUSALITO
CA
United States
Tel: 415-561-3340
Fax: 415-887-9302
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
OLIVER, ROBERT, EVAN Individual – PRINCIPAL, CHIEF COMPLIANCE OFFICER 01/2003 > 75%
BECKLER, RYAN, PATRICK Individual – PRINCIPAL 06/2008 5-10%

No. Employees, Historic

105020192020202120222023202420252 on 12/16/20192 on 3/18/20202 on 6/26/20202 on 3/30/20212 on 2/23/20223 on 3/2/20222 on 4/14/20222 on 3/9/20232 on 2/29/2024

RAUM, Historic

300M150M02019202020212022202320242025168696606 on 12/16/2019201836098 on 3/18/2020201836098 on 6/26/2020208653946 on 3/30/2021201933158 on 2/23/2022201933158 on 3/2/2022201933158 on 4/14/2022189454616 on 3/9/2023217811664 on 2/29/2024

No. Clients, Historic

70350201920202021202220232024202553 on 12/16/201945 on 3/18/202045 on 6/26/202051 on 3/30/202138 on 2/23/202238 on 3/2/202238 on 4/14/202261 on 3/9/202351 on 2/29/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM Stock 429K 2K 0
BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF ETF 573K 11K 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 356K 2K 0
JOHNSON & JOHNSON COM Stock 1M 7K 0
VANGUARD TOTAL STOCK MARKET ETF ETF 36M 133K 0
WISDOMTREE FLOATING RATE TREASURY FUND ETF 424K 8K 0
COSTCO WHSL CORP NEW COM Stock 425K 500 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 758K 7K 0
VANGUARD REIT INDEX ETF ETF 2M 23K 0
ISHARES MSCI USA ESG SELECT ETF ETF 3M 24K 0
ISHARES MSCI ACWI EX US ETF 3M 56K 0
INTEL CORP COM Stock 262K 8K 0
STATE STR CORP COM Stock 384K 5K 0
ISHARES ESG AWARE MSCI EAFE ETF ETF 578K 7K 0
MERCK & CO INC Stock 201K 2K 0
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 1M 10K 0
ISHARES CORE U.S. REIT ETF ETF 321K 6K 0
ISHARES S&P 100 ETF ETF 823K 3K 0
VERIZON COMMUNICATIONS Stock 236K 6K 0
ISHARES COHEN & STEERS REIT ETF ETF 736K 13K 0
PEPSICO INC COM Stock 1M 7K 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 621K 11K 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 630K 26K 0
SCHWAB U.S. BROAD MARKET ETF ETF 1M 19K 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 2M 55K 0
SCHWAB U.S. LARGE-CAP ETF ETF 3M 45K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 763K 2K 0
VANGUARD SHORT TERM CORP BOND FD ETF ETF 1M 13K 0
ISHARES MSCI PACIFIC EX JAPAN ETF ETF 247K 6K 0
MICROSOFT CORP COM Stock 4M 9K 0
SCHLUMBERGER LTD COM STK Stock 217K 5K 0
VANGUARD SMALL-CAP ETF ETF 221K 1K 0
VANGUARD MID CAP ETF 360K 1K 0
VANGUARD SHORT-TERM TREASURY ETF ETF 1M 19K 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 456K 790 0
VANGUARD S&P 500 ETF ETF 993K 2K 0
ISHARES 0-5 YEAR TIPS BOND ETF ETF 1M 14K 0
GLADSTONE LD CORP COM REIT 274K 20K 0
ISHARES ESG ADVANCED MSCI EAFE ETF ETF 866K 13K 0
ISHARES ESG ADVANCED MSCI USA ETF ETF 1M 26K 0
SCHWAB US AGGREGATE BOND ETF ETF 1M 23K 0
COUPANG INC CL A Stock 554K 26K 0
VINTAGE WINE ESTATES INC COM Stock 1K 10K 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 2M 22K 0
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 1M 44K 0
DIMENSIONAL INTERNATIONAL VALUE ETF ETF 243K 7K 0
ISHARES TR S&P 1500 INDEX FD ETF 577K 5K 0
DIMENSIONAL US MARKETWIDE VALUE ETF ETF 502K 13K 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 206K 4K 0
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 695K 10K 0
ISHARES CORE MSCI EAFE ETF ETF 294K 4K 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 634K 12K 0
VANGUARD TOTAL BOND MARKET ETF ETF 1M 16K 0
VANGUARD FTSE ALL-WORLD EX-US ETF 9M 154K 0
QUALCOMM INC Stock 2M 8K 0
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 254K 5K 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 1M 9K 0
GE AEROSPACE COM NEW Stock 593K 4K 0
ISHARES CORE S&P 500 ETF ETF 21M 38K 0
CINTAS CORP Stock 1M 2K 0
ISHARES PREFERRED & INCOME SECURITIES ETF ETF 580K 18K 0
THERMO FISHER SCIENTIFIC INC COM Stock 525K 950 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 3M 64K 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 4M 85K 0
GILEAD SCIENCES INC Stock 366K 5K 0
ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 3M 81K 0
ALLIANT ENERGY CORP COM Stock 837K 16K 0
VANGUARD SHORT-TERM BOND ETF ETF 1M 13K 0
ISHARES GLOBAL INFRASTRUCTURE ETF ETF 435K 9K 0
ISHARES RUSSELL 3000 ETF ETF 510K 2K 0
EXXON MOBIL CORP COM Stock 914K 8K 0
ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 693K 12K 0
ISHARES GLOBAL CLEAN ENERGY ETF ETF 524K 39K 0
APPLE INC COM Stock 488K 2K 0