Sean Paul Rumrill
Investment adviser representative at Verita Strategic Wealth Partners, LLC
12 yearsExperience
2 statesRegistered in
$1BFirm assets
1 yearFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Verita Strategic Wealth Partners, LLCJul 2025 to now
- Ieq Capital, LLCFeb 2025 to Jul 2025
- Epiq Capital Group, LLCJul 2023 to Feb 2025
- Jordan Park GroupAug 2018 to Jul 2023
- Rincon AdvisorsApr 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Verita Strategic Wealth Partners, LLC
$1BAssets managed
17Clients
3Advisers
1 yearIn 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
- 4988464
- Firm CRD
- 335215