Veris Wealth Partners, LLC
● SEC registered since 2007CRD 143588SEC# 801-67966Oakland, CA
Ranks #1,800 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.86B
Fund GAV
$124.1M
Private funds
1
Employees
31
Accounts
2,475
Location
Oakland, CA
Veris Wealth Partners, LLC assets under management
Veris Wealth Partners, LLC is an SEC-registered investment adviser based in Oakland, CA. The firm has been registered since 2007. It reports $2.9 billion in regulatory assets under management and employs 31 people. Veris Wealth Partners, LLC manages 1 private fund with combined gross assets of $124.1 million, including Veris Global Sustainability Fund, LLC. By regulatory assets, it ranks 1,800 of 6,004 private fund managers.
Veris Wealth Partners, LLC private funds
1 funds · $124.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Veris Global Sustainability Fund, LLC | Other Private | $124.1M | $500K |
Veris Wealth Partners, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Lyn Pyott Control | Chief Client Services Officer | 10-25% | 2020 |
| Lori Kim Choi | Senior Wealth Manager | 5-10% | 2018 |
| Michael Lent Control | Chief Financial Officer & Co-Chief Investment Officer | 10-25% | 2007 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Veris Wealth Partners, LLC manage?
Veris Wealth Partners, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Veris Wealth Partners, LLC manage?
Veris Wealth Partners, LLC manages 1 private funds with combined gross assets of $124.1 million.
How many employees does Veris Wealth Partners, LLC have?
Veris Wealth Partners, LLC reports 31 employees.
Where is Veris Wealth Partners, LLC located?
Veris Wealth Partners, LLC is based in Oakland, CA and has been SEC-registered since 2007.
Does Veris Wealth Partners, LLC disclose fund performance?
Veris Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Broadway, Suite 300, Oakland, CA 94607 |
| Phone | (415) 814-0580 |
| Fax | (415) 413-0685 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$2.86B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 30%
Larger than 70% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2.86Bregulatory AUM
Discretionary $2.69BNon-discretionary $162.2M
Service providers
Auditor
Custodian
Administrator