VERITY WEALTH ADVISORS, LLC

One Harbor Drive
Suite 300
Sausalito, California 94965
Tel: 415-561-3340

About VERITY WEALTH ADVISORS, LLC

VERITY WEALTH ADVISORS, LLC, formally registered with the SEC as VERITY WEALTH ADVISORS, LLC. The firm was established in 05/01/2003. They have over 3 offices throughout the country.

VERITY WEALTH ADVISORS, LLC is a Sausalito, California based Financial Planning firm with nearly $217,811,664 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126742
SEC#	801-62022
Assets Managed by Firm	$217,811,664
No. of Clients	54
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	54	$217,811,664
Individuals (other than high net worth individuals)	10	$5,665,508
High net worth individuals	41	$212,146,156

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