← Tributary

VERIS WEALTH PARTNERS, LLC

OAKLAND, CA · CRD 143588 · IAPD ↗ · (415) 814-0580

$2.86BRegulatory AUM
12Advisory reps
31Employees
1Clients
251-500Planning clients
1Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — VERIS WEALTH PARTNERS, LLC reported RAUM up 26% ($2.26B -> $2.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2025 — VERIS WEALTH PARTNERS, LLC moved its main office from SAN FRANCISCO, CA to OAKLAND, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
July 2024 — VERIS WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2024 — VERIS WEALTH PARTNERS, LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.