Veris Wealth Partners, LLC
Veris Wealth Partners, LLC (CRD# 143588) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,792,896,266 in 2,212 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,793MILLION
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Total Number of Accounts2,212ACCOUNTS
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Average Account Value$810,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, DC, FL, LA, MA, MD, ME, NH, NJ, NY, OR, PA, TX, VT
Leah Beattie (CRD# 4862603) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.
Timothy Kingsbury (CRD# 6703490) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in New York, NY and has over 7 years of experience in the finance industry.
Michael Lent (CRD# 2396198) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Alison Pyott (CRD# 2562470) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.
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.
Richard Chen (CRD# 7292162) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in New York, NY and has over 5 years of experience in the finance industry.
Lori Choi (CRD# 7090253) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in New York, NY and has 1 year of experience in the finance industry.