Aaron S. Brailov

VERITA STRATEGIC WEALTH PARTNERS

SAN FRANCISCO, CA

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CRD#: 7409611

Professional summary

Aaron S Brailov, who also goes by Aaron S. Brailov, is a registered financial advisor currently at VERITA STRATEGIC WEALTH PARTNERS, LLC located in San Francisco, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Aaron has worked at 3 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron S. Brailov

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron S Brailov's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 22, 2025 - Present

VERITA STRATEGIC WEALTH PARTNERS, LLC

RIA

CRD#: 335215

SAN FRANCISCO, CA

Past

February 28, 2025 - July 16, 2025

IEQ CAPITAL, LLC

RIA

CRD#: 301819

SAN FRANCISCO, CA

Past

July 15, 2021 - February 28, 2025

EPIQ CAPITAL GROUP, LLC

RIA

CRD#: 292526

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERITA STRATEGIC WEALTH PARTNERS, LLC

CRD#: 335215 / SEC#: 801-132313

RIA

Registered Investment Advisory firm - (4/2/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/10/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/6/2021

Securities Industry Essentials Examination

Current Firm

VERITA STRATEGIC WEALTH PARTNERS, LLC

CRD#: 335215 / SEC#: 801-132313

RIA

Registered Investment Advisory firm - (4/2/2025 Approved)

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Contact information

Main Address

San Francisco, CA

Mailing Address

Phone number

(415) 520-4345

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERITA STRATEGIC WEALTH PARTNERS FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 854,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Aaron S. Brailov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron S Brailov's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITA STRATEGIC WEALTH PARTNERS, LLC

IEQ CAPITAL, LLC

EPIQ CAPITAL GROUP, LLC

Primary Firm SEC Registration

VERITA STRATEGIC WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2021

SIE

Date: 3/6/2021

Current Firm

VERITA STRATEGIC WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERITA STRATEGIC WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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