Investment adviser · CRD 143588

VERIS WEALTH PARTNERS, LLC

Investment adviser filing (IA)

OAKLAND, CA, United States · Form ADV filed Mar 17, 2026

Regulatory AUM
$2.86B
Form ADV · Item 5.F
Client accounts
2,475
Accounts, not individual clients
Employees
31
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals239$2,266,208,17379.3%
Charities30$540,822,99518.9%
Individuals77$49,859,7671.7%
Filing source

Form ADV 2049826 · Mar 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VERIS GLOBAL SUSTAINABILITY FUND, LLCOther Private Fund · Last reported Mar 17, 2026$124MGross asset value

Form D fundraising filings

VERIS GLOBAL SUSTAINABILITY FUND LLC

Fund administrator ULTIMUS PRIVATE FUND SOLUTIONS, LLC CINCINNATI, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KREISCHER MILLER HORSHAM, Pennsylvania, United States
Custodian NORTHBROOK BANK & TRUST COMPANY, N.A. NORTHBROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KREISCHER MILLER
PCAOB 1110

Fund details & source
Fund ID
805-7343098974
Reported beneficial owners
66
Minimum commitment
$500K
Form D file number
021-144809

Form ADV 2049826 · Mar 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1111 BROADWAY, SUITE 300
OAKLAND, CA, 94607, United States

CRD 143588

Filing source

Form ADV 2049826 · Mar 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.