Veris Wealth Partners, LLC

CRD 143588 · Oakland, CA · $2.9B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 143588
SEC number: 801-67966
Firm type: RIA
Assets under management: $2.9B as of Mar 17, 2026
Website: twitter.com/VERISWEALTH ↗
Phone: (415) 814-0580
Address: 1111 Broadway, Oakland, CA, 94607

Advisors at this firm

8 in our index · page 1 of 1

Leah Megan BeattieCRD 4862603 · Portsmouth, NH

IA Registered
Lori Kim ChoiCRD 7090253 · New York, NY

IA Registered
Richard Leeway ChenCRD 7292162 · New York, NY

IA Registered
Timothy P. KingsburyCRD 6703490 · New York, NY

IA Registered
Elena Viktorovna LadyginaCRD 5076861 · New York, NY

IA Registered
Michael LentCRD 2396198 · Oakland, CA

IA Registered
Alison Lyn PyottCRD 2562470 · Portsmouth, NH

IA Registered
Jane Edith SwanCRD 2888019 · Oakland, CA

IA Registered

Source & corrections

Where this page comes from

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