VERIS WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,856,890,935
Discretionary
$2,694,686,172
Non-discretionary
$162,204,763
Firm details
- CRD number
- 143588
- SEC file number
- 801-67966
- Main office
- OAKLAND, CA, United States
- Employees
- 31
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/VERISWEALTH
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.