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 13 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 13 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 33 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 24 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.