VERIS WEALTH PARTNERS, LLC

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

About VERIS WEALTH PARTNERS, LLC

VERIS WEALTH PARTNERS, LLC is a San Francisco, California based financial advisory firm with nearly $2,018,905,655 in assets under management and provides investment advisory services for 2249 clients. There are currently 29 financial advisors at the firm.

General Information

Firm CRD#:

143588

Firm SEC#:

801-67966

Assets Under Management:

$2,018,905,655

No. of Clients:

2249

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)

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