Investment adviser · CRD 126742

VERITY WEALTH ADVISORS, LLC

Investment adviser filing (IA)

SAUSALITO, CA, United States · Form ADV filed Jan 15, 2026

Regulatory AUM: $279M
Client accounts: 52
Employees: 2
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	40	$267,613,251	96.1%
Individuals	12	$10,918,876	3.9%

Filing source

Form ADV 2041674 · Jan 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VERITY ALTERNATIVE PARTNERS, L.P.Other Private Fund · Last reported Mar 22, 2018$334KGross asset value

Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source

Fund ID: 805-4538786629
Reported beneficial owners: 15
Minimum commitment: $250K

Form ADV 1196856 · Mar 22, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

ONE HARBOR DRIVE, SUITE 300
SAUSALITO, CA, 94965, United States

CRD 126742

Filing source

Form ADV 2041674 · Jan 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.