Key facts
- VERIS WEALTH PARTNERS, LLC is a other based in OAKLAND, CA.
- VERIS WEALTH PARTNERS, LLC reports $26.8M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 143588- Regulatory AUM
- $26.8M
- Private fund assets
- $124.1M
- Private funds
- 1 · 1 other
- Staff
- 31
- Registered office
- OAKLAND, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for VERIS WEALTH PARTNERS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is VERIS WEALTH PARTNERS, LLC's AUM?
- VERIS WEALTH PARTNERS, LLC manages approximately $26.8M in assets.