{
  "crd_number": 143588,
  "slug": "veris-wealth-partners-llc-oakland-ca-143588",
  "primary_business_name": "VERIS WEALTH PARTNERS, LLC",
  "legal_name": "VERIS WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Oakland",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-06-08",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 2856890935.0,
  "raum_discretionary": 2694686172.0,
  "raum_non_discretionary": 162204763.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 31,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 540822995.0,
      "count": 30
    },
    "individuals": {
      "raum": 49859767.0,
      "count": 77
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2266208173.0,
      "count": 239
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "FL",
    "LA",
    "MA",
    "MD",
    "ME",
    "NH",
    "NJ",
    "NY",
    "OR",
    "PA",
    "TX",
    "VT"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/VERIS-WEALTH-PARTNERS",
    "https://twitter.com/VERISWEALTH",
    "https://veriswp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143588",
  "city_as_filed": "OAKLAND",
  "url": "https://advisorcensus.com/firm/veris-wealth-partners-llc-oakland-ca-143588",
  "display_name": "Veris Wealth Partners, LLC",
  "summary": "Veris Wealth Partners, LLC is an SEC-registered investment advisory firm in Oakland, CA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Veris Wealth Partners, LLC (CRD 143588): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Veris Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Veris Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Veris Wealth Partners, LLC located?",
      "a": "Veris Wealth Partners, LLC's principal office is in Oakland, CA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Veris Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Veris Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143588."
    },
    {
      "q": "How much does Veris Wealth Partners, LLC manage?",
      "a": "Veris Wealth Partners, LLC reports $2,856,890,935 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (94% discretionary)."
    },
    {
      "q": "How have Veris Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Veris Wealth Partners, LLC: Regulatory assets under management: $1,680,929,667 in the October 2021 data and $2,856,890,935 in the October 2026 data, up 70%. Total employees: 22 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Veris Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (239); individuals (other than high net worth individuals) (77); charitable organizations (30)."
    },
    {
      "q": "Which custodians does Veris Wealth Partners, LLC use?",
      "a": "Veris Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Veris Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143588"
    },
    {
      "q": "What changed in Veris Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 12. Regulatory assets under management went from $2,259,771,653 to $2,856,890,935 (+26%). Changed its office addresses in Portsmouth, NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1680929667.0,
      "total_employees": 22,
      "filing_date": "2021-04-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2123008004.0,
      "total_employees": 24,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1792896266.0,
      "total_employees": 25,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2018905655.0,
      "total_employees": 29,
      "filing_date": "2024-07-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2259771653.0,
      "total_employees": 31,
      "filing_date": "2025-05-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2856890935.0,
      "total_employees": 31,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 12.",
        "Regulatory assets under management went from $2,259,771,653 to $2,856,890,935 (+26%).",
        "Changed its office addresses in Portsmouth, NH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/veris-wealth-partners-llc-oakland-ca-143588.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 49859767.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 239,
      "fewer_than_5": false,
      "raum": 2266208173.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 30,
      "fewer_than_5": false,
      "raum": 540822995.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}