LP Profile

Veris Wealth Partners

Also known as veris wealth

Wealth ManagerSan Francisco, United StatesFounded 2007
$2.3B
Assets Under Management
San Francisco
Headquarters
Investment Focus

About Veris Wealth Partners

Veris Wealth Partners is a wealth manager based in San Francisco, US. Founded in 2007. Reported AUM: 2250 USD millions.

Preferred Investment Types

BuyoutEarly StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)

Preferred Sectors & Themes

DiversifiedEnergy & UtilitiesFoodHealthcareLogistics & Distribution

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Veris Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.9B
Total Clients
2,475
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Veris Wealth Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Veris Wealth Partners?

Veris Wealth Partners is a wealth manager based in San Francisco, United States, managing approximately $2.3B in assets.

Where is Veris Wealth Partners headquartered?

Veris Wealth Partners is headquartered in San Francisco, United States.

How much does Veris Wealth Partners manage?

Veris Wealth Partners manages approximately $2.3B in assets under management.

When was Veris Wealth Partners founded?

Veris Wealth Partners was founded in 2007.

What does Veris Wealth Partners invest in?

Veris Wealth Partners focuses on Buyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General), Diversified, Energy & Utilities.

How can I contact Veris Wealth Partners?

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