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VERIS WEALTH PARTNERS, LLC
CRD 143588File 801-67966
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.86B
Top 25% of cohort (national)
Discretionary AUM
$2.69B
Non-discretionary $162.2M
Clients
346
2,475 accounts
Employees
31
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 8, 2007
- Principal office
- 1111 BROADWAY, SUITE 300, OAKLAND, CA, 94607
- Phone
- (415) 814-0580
- Website
- HTTP://WWW.VERISWP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.86B
- Discretionary AUM
- $2.69B
- Non-discretionary AUM
- $162.2M
- Discretionary accounts
- 2,230
- Non-discretionary accounts
- 245
- Total accounts
- 2,475
- AUM per client
- $8.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 30 | $540.8M |
| High net worth individuals | 239 | $2.27B |
| Individuals (other than high net worth individuals) | 77 | $49.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 342 | 346 | increased by4 |
| Apr 1, 2026 | AUM | $2,259,771,653 | $2,856,890,935 | increased by$597,119,282 |
| Apr 1, 2026 | Accounts | 2,654 | 2,475 | decreased by179 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 31 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 349 | 342 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,123,008,004 | $2,259,771,653 | increased by$136,763,649 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,097 | 2,654 | increased by557 |
| Apr 1, 2022 | Employees | 22 | 24 | increased by2 |
| Apr 1, 2022 | Clients | 303 | 349 | increased by46 |
| Apr 1, 2022 | AUM | $1,680,929,667 | $2,123,008,004 | increased by$442,078,337 |
| Apr 1, 2022 | Accounts | 1,838 | 2,097 | increased by259 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VERIS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERIS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.