Veratis Advisors, Inc.

Registered investment advisor · Cary, North Carolina · CRD #117892

Assets Under Management

$6B

Client Accounts

582

Employees

CRD Number

117892

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Veratis Advisors, Inc.

Veratis Advisors is a forward-thinking boutique firm, specializing in two retirement practice areas - Retirement Plan Consulting and Personal Wealth. Our client-focused culture is evident in everything we do, and our success is measured on a standard of excellence in service and technical knowledge that sets us apart in the industry. Many of our competitors prioritize growth in assets and firm profitability, but we prioritize the factors that make a meaningful impact in the lives of our client

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Veratis Advisors, Inc.

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Veratis Advisors, Inc.'s AUM?

Veratis Advisors, Inc. reports approximately $6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Veratis Advisors, Inc. headquartered?

Veratis Advisors, Inc. is headquartered in Cary, North Carolina.

What is Veratis Advisors, Inc.'s CRD number?

Veratis Advisors, Inc.'s CRD number is 117892. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.