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Wealth Manager • Cary, United States

Veratis Advisors

Veratis Advisors is a wealth manager based in Cary, United States, founded in 2001. Verified contact details, AUM data, and investment preferences on FindLPs.

2001
Year Founded
Wealth Manager
Investor Type
Cary, United States
Headquarters
About

Veratis Advisors

Veratis Advisors is an independent advisory firm in Raleigh, NC specializing in two retirement practice areas: Corporate Retirement Plans and Personal Wealth Management.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.