VERIS WEALTH PARTNERS, LLC
SEC file number 801-67966
· SAN FRANCISCO, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.02B
Discretionary AUM
$1.86B
Employees
29
Clients
1
Firm
- Address
- 235 MONTGOMERY STREET
SAN FRANCISCO, CA 94104 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Veris Health Inc. Medium name-match confidence · CIK 2074979 · NY
- VENTURE WEALTH FUND, LLC Medium name-match confidence · CIK 2075595 · DE
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VENTURE WEALTH FUND, LLC · D · Jul 9, 2025$20M
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Veris Health Inc. · D · Jul 8, 2025$2.5M