Unclaimed Profile

Gordon Thomas Wegwart

VERITY ASSET MANAGEMENT, INC.·DURHAM, North Carolina

SIE, Series 6, Series 7, Series 14, Series 24, Series 26, Series 63, Series 66, Series 99TOClean record21 years registeredVERITY ASSET MANAGEMENT, INC.

280 S MANGUM ST, DURHAM, NC 27701-3676CRD# 1108685Firm CRD# 158667

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gordon Thomas Wegwart · DURHAM, NC

Registration

CRD #1108685 · VERITY ASSET MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

VERITY ASSET MANAGEMENT

Jul 2011 – present

VERITY INVESTMENTS, INC.

Dec 2004 – Jul 2011

DURHAM, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 26

Series 63

Series 66

Series 99TO

Registration record

First registered · December 6, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERITY ASSET MANAGEMENT, INC.

CRD 158667 · SEC 801-66730

AUM

$903M

Regulatory assets under management

Employees

8,036 client accounts

Services offered by VERITY ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VERITY ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Gordon Thomas Wegwart offer?

Gordon Thomas Wegwart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Gordon Thomas Wegwart's credentials?

Gordon Thomas Wegwart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gordon Thomas Wegwart located?

Gordon Thomas Wegwart is based in DURHAM, North Carolina, working with VERITY ASSET MANAGEMENT, INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Gordon Thomas Wegwart charge for services?

Gordon Thomas Wegwart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERITY ASSET MANAGEMENT, INC.?

VERITY ASSET MANAGEMENT, INC. has approximately 64 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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