VERIS WEALTH PARTNERS, LLC

CRD 143588 · SEC 801-67966

Visit website

1111 BROADWAY, SUITE 300, OAKLAND, CA, 94607, United States

Phone

(415) 814-0580

Fax

(415) 413-0685

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.86B

Discretionary AUM

$2.69B

Team

31 total employees; 12 advisory reps; 1 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING

Client types

Type	Clients	AUM
Individuals	77	$49.9M
High net worth individuals	239	$2.27B
Charitable organizations	30	$540.8M

States served

VT, CA, CO, DC, LA, ME, MD, MA, NJ, NY, OR, PA, TX, NH, FL

All web addresses on file

HTTPS://TWITTER.COM/VERISWEALTH
HTTP://WWW.VERISWP.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/VERIS-WEALTH-PARTNERS

Official SEC filing: View on IAPD