About Verum Partners LLC
<p>Founded in 2019, Verum Partners LLC is an employee-owned, fee-only registered investment advisor based in Charlotte in the Carolinas’ largest metro area. The firm reports $0.8B in assets under management (2026).</p> <p>Verum Partners works with finance and investment professionals, executives, entrepreneurs, pre-retirees, and multi-generational families. Its work includes wealth management, financial planning, investment management, and tax-related planning support, with an emphasis on clear communication and practical action steps.</p> <p>For employers, the firm provides <a href="/retirement-plans">retirement plan providers</a> support through 3(21) investment advice services, helping plan sponsors document decisions and maintain an organized investment process. Verum Partners is structured around advice rather than product sales, which is a key differentiator for clients who prefer a fee-only approach.</p> <p>The firm is registered in Connecticut, Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas, and Virginia, serving clients across the Southeast and beyond.</p> <ul> <li>Fee-only RIA; employee-owned</li> <li>3(21) investment advice for retirement plans</li> <li>Wealth management and financial planning</li> <li>Investment management and tax planning support</li> <li>Registered in CT, FL, GA, NC, SC, TN, TX, and VA</li> </ul>
Website: https://verumpartnership.com/
Founded: 2019
Office Locations
- Charlotte, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $827.6M