Veris Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakland, CA. Its latest Form ADV filing, dated March 17, 2026, reports $2.9B in regulatory assets under management, 31 employee, 4 offices, and 2,475 accounts.
Assets Under Management
$2.9B
Employees
31
Offices
4 offices
Total Clients
346
Primary office
OAKLAND, CA
1111 BROADWAY, SUITE 300, OAKLAND, CA, United States
Top client segmentHNWI represent 69.1% of total clients.
Top client categories% of clientsClients
1
HNWI
69.1%
239
2
Individuals
22.3%
77
3
Charitable
8.7%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 17, 2026
Discretionary94.3%
$2.7B
94% of total RAUM94.3%
Non-discretionary5.7%
$162M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts2,475
10Y AUM Change+$1.9B (+198.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee11:1
10Y Employee Change+10 (+47.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.