Christopher Michael Caruso
Investment adviser representative at Veritas Wealth Partners, LLC
13 yearsExperience
2 statesRegistered in
$150.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Veritas Wealth Partners, LLCAug 2021 to now
- Glovista Investments LLCMar 2013 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Veritas Wealth Partners, LLC
$150.7MAssets managed
41Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2456392
- Firm CRD
- 312247