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Building 2VERIS WEALTH PARTNERS, LLC

Map pinOAKLAND, CA
Phone(415) 814-0580
NotebookSEC #801-67966
Total AUM
$2.9B
Employees
31
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 BROADWAY
SUITE 300
OAKLAND
CA 94607
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
(415) 814-0580
Other Offices
4

ReceiptFinancials

Total AUM
$2.9B
Accounts
2,475
Discretionary
$2.7B
Accounts
2,230
Non-Discretionary
$162.2M
Accounts
245

ContactClients

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Individual Clients
77
AUM
$49.9M
HNW Individual Clients
239
AUM
$2.3B
Charitable Organization Clients
30
AUM
$540.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLLAMAMDMENHNJNYORPATXVT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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