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VERISAIL PARTNERS, LLC

CHAMBLEE, GA · CRD 153751 · IAPD ↗ · 404-220-7662

$283.6MRegulatory AUM
5Advisory reps
6Employees
8Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2025 — VERISAIL PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — VERISAIL PARTNERS, LLC grew from 3 to 5 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.