VERIS WEALTH PARTNERS, LLC

235 Montgomery Street
Suite 850
San Francisco, California 94104
Tel: (415) 814-0580

About VERIS WEALTH PARTNERS, LLC

VERIS WEALTH PARTNERS, LLC, formally registered with the SEC as VERIS WEALTH PARTNERS, LLC. The firm was established in 06/08/2007. They have over 5 offices throughout the country.

VERIS WEALTH PARTNERS, LLC is a San Francisco, California based Financial Planning firm with nearly $2,018,905,655 assets under management, offering retirement planning & investment advisory services to 2249 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143588
SEC#	801-67966
Assets Managed by Firm	$2,018,905,655
No. of Clients	2249
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2249	$2,018,905,655
Individuals (other than high net worth individuals)	95	$22,599,294
High net worth individuals	235	$1,713,905,795
Charitable organizations	33	$282,400,566

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