The VERIS WEALTH PARTNERS, LLC is a publicly held investment adviser that advises $2.98Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. VERIS WEALTH PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 66.84% over the last 5-years.
The Group has been registered with the SEC for 19.16 years and is comprised of 1 filing and 1 relying advisers. They operate out of 5 office locations with their Headquarters at 1111 BROADWAY SUITE 300, OAKLAND, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 31 employees comprised of 12 investment and 19 non-investment staff. The total number of Employees increased by 40.91% over the last 5-years.
Their $2.98Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 30 other accounts. Assets of High Net Worth Individuals clients own $2.27Bn or 76.02% of Total Assets and Charitable Organizations own $540.82mn or 18.14% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
VERIS WEALTH PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.