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).

By the Numbers
  • Total Assets Under Management
    1,793
    MILLION
  • Total Number of Accounts
    2,212
    ACCOUNTS
  • Average Account Value
    $810,532
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 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Veris Wealth Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Leah M. Beattie
CRD#: 4862603
1 Cate Street, 4th Floor, Portsmouth, NH 03801

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.

2
Timothy P. Kingsbury
CRD#: 6703490
17 State St., Suite 2450, New York, NY 10004

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. Timothy Kingsbury 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.

3
Michael Lent
CRD#: 2396198
235 Montgomery Street, Suite 850, San Francisco, CA 94104

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.

4
Alison L. Pyott
CRD#: 2562470
1 Cate Street 4th Floor, Portsmouth, NH 03801

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. 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.

5
Jane E. Swan
CRD#: 2888019
235 Montgomery Street, Suite 850, San Francisco, CA 94104

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.

6
Richard L. Chen
CRD#: 7292162
17 State St., Suite 2450, New York, NY 10004

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.

7
Lori K. Choi
CRD#: 7090253
17 State St., Suite 2450, New York, NY 10004

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.

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