SEC Form ADV

VERIS WEALTH PARTNERS, LLC

Registered Investment AdviserCA
$2.9B
Assets Under Management
2,475
Total Clients
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Registration Details

Accession
CRD-143588
Location
OAKLAND, CA
Filing Date
March 17, 2026
AUM
$2.9B
Total Clients
2,475
Amendment
No

About this Adviser

VERIS WEALTH PARTNERS, LLC is a registered investment adviser headquartered in OAKLAND, CA, managing approximately $2.9B in assets across 2,475 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.