Aaron S Brailov
Investment adviser representative at Verita Strategic Wealth Partners, LLC
12 yearsExperience
1 stateRegistered 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, LLCAug 2025 to now
- Ieq Capital, LLCFeb 2025 to Jul 2025
- Epiq Capital Group, LLCJul 2021 to Feb 2025
- Rmb CapitalJul 2020 to Aug 2020
- Camping WorldJun 2019 to Aug 2019
- Dick's Sporting GoodsJun 2018 to Aug 2018
- University of IowaAug 2017 to May 2021
- Deerfield High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7409611
- Firm CRD
- 335215