VERIS WEALTH PARTNERS, LLC

CRD 143588File 801-67966

APPROVED

Retail clients

Custody

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.86B

Top 25% of cohort (national)

Discretionary AUM

$2.69B

Non-discretionary $162.2M

Clients

346

2,475 accounts

Employees

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: HTTPS://TWITTER.COM/VERISWEALTH

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.