VERIS WEALTH PARTNERS, LLC

SAN FRANCISCO, California·12 registered advisors·CRD# 143588
SEC# 801-679664(415) 814-0580
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at VERIS WEALTH PARTNERS, LLC

12 registered advisors
Alison Lyn Pyott
SAN FRANCISCO, California
Anders Faijersson-Ferguson
SAN FRANCISCO, California
David Emery Hills
SAN FRANCISCO, California
Lori Kim Choi
SAN FRANCISCO, California
Luis Armando Rivas
SAN FRANCISCO, California
Michael Lent
SAN FRANCISCO, California
Nicole Mariko Davis
SAN FRANCISCO, California
Patricia Farrar Rivas
SAN FRANCISCO, California
Roraj Pradhananga
SAN FRANCISCO, California
Sheryl Kucer
SAN FRANCISCO, California
Stephanie Cohn Rupp
SAN FRANCISCO, California
Steve Harvey Fahrer
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
12 advisors

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Data sourced from SEC Form ADV filings. VERIS WEALTH PARTNERS, LLC (CRD# 143588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.