Veritas Legacy Wealth Revenue

Financial Services • Amarillo, Texas, United States • 1-10 Employees

Veritas Legacy Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Veritas Legacy Wealth

John Klein

Managing Director | Wealth Management Advisor

Summer Rudder

Director Of Client Relations

Company overview

Headquarters	600 S Tyler St, Suite 1316, Amarillo, Texas 79101, US
Website	veritaslegacywealth.com
NAICS	52
Founded	2023
Employees	1-10

About Veritas Legacy Wealth

At Veritas Legacy Wealth, it is our firm belief that the asset allocation of an investment portfolio should always be reflective of the client's current financial situation, goals, family dynamics and feelings about risk. This is not a static process but rather an ever-evolving, ongoing one that includes rebalancing as needed. As your life changes, we’ll make sure your financial plan remains as effective as possible. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Veritas Legacy Wealth has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Veritas Legacy Wealth has never raised funding before.

Frequently asked questions

Veritas Legacy Wealth is located in Amarillo, Texas, US.

Veritas Legacy Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Veritas Legacy Wealth has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Veritas Legacy Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Veritas Legacy Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Veritas Legacy Wealth

John Klein

Managing Director | Wealth Management Advisor

Summer Rudder

Director Of Client Relations

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