Veris Wealth Partners, LLC

Veris Wealth Partners, LLC (CRD# 143588) is a financial advisory firm headquartered in San Francisco, CA. They manage $801,596,222 in 1,510 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    802
    MILLION
  • Total Number of Accounts
    1,510
    ACCOUNTS
  • Average Account Value
    $530,858
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Veris Wealth Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alison L. Pyott
CRD#: 2562470
1 Cate Street 4th Floor, Portsmouth, NH 03801
96
Wealthminder
score

Alison Pyott (CRD# 2562470) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry. Alison Pyott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Leah M. Beattie
CRD#: 4862603
1 Cate Street, 4th Floor, Portsmouth, NH 03801
93
Wealthminder
score

Leah Beattie (CRD# 4862603) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.

3
David E. Hills
CRD#: 1222601
1 Cate Street 4th Floor, Portsmouth, NH 03801
93
Wealthminder
score

David Hills (CRD# 1222601) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in Portsmouth, NH and has over 32 years of experience in the finance industry.

4
Michael Lent
CRD#: 2396198
400 Montgomery Street, Suite 1102, San Francisco, CA 94104
93
Wealthminder
score

Michael Lent (CRD# 2396198) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

5
Jane E. Swan
CRD#: 2888019
400 Montgomery Street, Suite 1102, San Francisco, CA 94104
90
Wealthminder
score

Jane Swan (CRD# 2888019) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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