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. 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.
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. 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.
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.