# Veris Wealth Partners, LLC

> 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.

- CRD: 143588
- Filed as: VERIS WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143588
- AdvisorCensus page: https://advisorcensus.com/firm/veris-wealth-partners-llc-oakland-ca-143588

## Quick answers

**How is Veris Wealth Partners, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Veris Wealth Partners, LLC located?**
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).

**Is Veris Wealth Partners, LLC registered with the SEC or a state?**
Veris Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143588.

**How much does Veris Wealth Partners, LLC manage?**
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).

**How have Veris Wealth Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Veris Wealth Partners, LLC serve?**
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).

**Which custodians does Veris Wealth Partners, LLC use?**
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.

**Does Veris Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in Veris Wealth Partners, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,856,890,935
- Discretionary: $2,694,686,172
- Non-discretionary: $162,204,763

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $49,859,767 |
| High net worth individuals | 239 | $2,266,208,173 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 30 | $540,822,995 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 31 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, LA, MA, MD, ME, NH, NJ, NY, OR, PA, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY
- Philadelphia, PA
- Portsmouth, NH

### Websites listed on Form ADV (Item 1.I)
- veriswp.com
- LinkedIn @VERIS-WEALTH-PARTNERS
- X @VERISWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,680,929,667 | 22 | April 10, 2021 |
| October 2022 | $2,123,008,004 | 24 | September 16, 2022 |
| October 2023 | $1,792,896,266 | 25 | March 31, 2023 |
| October 2024 | $2,018,905,655 | 29 | July 9, 2024 |
| October 2025 | $2,259,771,653 | 31 | May 30, 2025 |
| October 2026 | $2,856,890,935 | 31 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veris Wealth Partners, LLC (CRD 143588): Form ADV filing data as of October 2026.