At Veritas Wealth Advisors, we are committed to guiding our clients towards their long-term financial success. Our goal is to preserve and create wealth through risk appropriate asset management and holistic financial planning. Our commitment to our clients is to assist them to achieve their goals with integrity, objectivity and superior personal service. Registered Representative Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Veritas Wealth Advisors are not affiliated. Registered in the following states: Florida (FL) and Texas (TX) Insurance licensed in the following states: Florida (FL) www.finra.org www.sipc.org
View Top Employees from Veritas Wealth Advisors, Inc.| Website | http://www.veritaswealthadvisors.com |
| Revenue | $7.5 million |
| Employees | 2 (2 on RocketReach) |
| Founded | 2001 |
| Address | 10167 W Sunrise Blvd Ste 107, Plantation, Florida 33322, US |
| Phone | (831) 625-5800 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Dixon Financial Services, Lexington Wealth Management, Inc., Marciano Wealth Advisors, Stichler Wealth Management, Twin Peaks Wealth Advisors |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Veritas Wealth Advisors, Inc. Questions
The Veritas Wealth Advisors, Inc. annual revenue was $7.5 million in 2024.
David Pettit is the President of Veritas Wealth Advisors, Inc..
2 people are employed at Veritas Wealth Advisors, Inc..
Veritas Wealth Advisors, Inc. is based in Plantation, Florida.
The NAICS codes for Veritas Wealth Advisors, Inc. are [5239, 523, 52, 52393].
The SIC codes for Veritas Wealth Advisors, Inc. are [628, 62].
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