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CRD#: 341084
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for VERITAS WEALTH MANAGEMENT Comes From

Understanding the Statistics for VERITAS WEALTH MANAGEMENT and How They Compare to Other Firms Through Our Analysis

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Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1130 Ten Rod Road Suite E207, North Kingstown, RI 02852
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / SEC)Latest Form ADV
Part 2 Brochures
04 06 2026 VWM FORM ADV 2A AND B FINAL (4/6/2026)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

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Advisor's working at VERITAS WEALTH MANAGEMENT

John Walter Sanders Jr.
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John Walter Sanders Jr.

John W Sanders Jr.
IAR
CRD#: 6788688
CFP®: Certified Financial Planner
Location:
Charlotte, NC 28203

Registered Affiliation(s):PORTUS WEALTH ADVISORS, LLC

Disclosures:
Experience:
8 years
Casey John Berrall
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Casey John Berrall

Casey J. Berrall, Casey John Berrall, Casey Berrall
IAR
CRD#: 4725677
CIMA®: Certified Investment Management Analyst
Location:
Brookfield, WI 53045

Registered Affiliation(s):BKM WEALTH MANAGEMENT

Disclosures:
Experience:
22 years
EE
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Eric Edward Ellis

IAR
CRD#: 5314879
Location:
Clarksville, TN 37043

Registered Affiliation(s):ELLIS FINANCIAL PLANNING

Disclosures:
Experience:
19 years
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