VERIS WEALTH PARTNERS, LLC
CRD #143588 SEC #801-67966 OAKLAND, CA (415) 814-0580
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.1B
Employees
31
Clients
251
Accounts
2,654
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.3B | $2.1B | $174.1M | 31 | 1 |
| May 2025 | $2.3B | $2.1B | $174.1M | 31 | 1 |
| Mar 2025 | $2.3B | $2.1B | $174.1M | 31 | 1 |
| Jul 2024 | $2B | $1.9B | $162.8M | 29 | 1 |
| Jun 2024 | $2B | $1.9B | $162.8M | 29 | 1 |
| Mar 2024 | $2B | $1.9B | $162.8M | 29 | 1 |
| Mar 2023 | $1.8B | $1.6B | $149.2M | 25 | 1 |
| Dec 2022 | $2.1B | $2B | $169.7M | 24 | 1 |
| Sep 2022 | $2.1B | $2B | $169.7M | 24 | 1 |
| Mar 2022 | $2.1B | $2B | $169.7M | 24 | 1 |
| Apr 2021 | $1.7B | $1.5B | $147.5M | 22 | 0 |
| Mar 2021 | $1.7B | $1.5B | $147.5M | 22 | 0 |
| Jan 2021 | $1.5B | $1.3B | $201.4M | 22 | 0 |
| Dec 2020 | $1.5B | $1.3B | $201.4M | 22 | 0 |
| Nov 2020 | $1.5B | $1.3B | $201.4M | 22 | 0 |
| Sep 2020 | $1.5B | $1.3B | $201.4M | 22 | 0 |
| Jun 2020 | $1.5B | $1.3B | $201.4M | 22 | 0 |
| Mar 2020 | $1.5B | $1.3B | $201.4M | 22 | 0 |
| Sep 2019 | $1.1B | $991.5M | $142.6M | 17 | 1 |
| Jul 2019 | $1.1B | $991.5M | $142.6M | 17 | 1 |
| Mar 2019 | $1.1B | $991.5M | $142.6M | 17 | 1 |
| Jun 2018 | $1.1B | $919M | $141.8M | 20 | 1 |
| Mar 2018 | $1.1B | $919M | $141.8M | 20 | 1 |
| Jul 2017 | $1B | $881.2M | $144.2M | 20 | 300 |
| May 2017 | $957.8M | $820.5M | $137.3M | 21 | 300 |
| Mar 2017 | $957.8M | $820.5M | $137.3M | 21 | 300 |
| Jul 2016 | $801.6M | $669.6M | $132M | 20 | 300 |
| Jun 2016 | $801.6M | $669.6M | $132M | 20 | 300 |
| Mar 2016 | $801.6M | $669.6M | $132M | 20 | 300 |
| Mar 2015 | $692.6M | $523.5M | $169M | 20 | 300 |
| Jul 2014 | $665.5M | $470.1M | $195.4M | 17 | 300 |
| Jul 2014 | $665.5M | $470.1M | $195.4M | 17 | 300 |
| May 2014 | $665.5M | $470.1M | $195.4M | 17 | 300 |
| Mar 2014 | $665.5M | $470.1M | $195.4M | 17 | 300 |
| Mar 2013 | $524.5M | $334M | $190.5M | 15 | 300 |
| Mar 2012 | $486M | $314.9M | $171.1M | 11 | 300 |
| May 2011 | $465.3M | $348M | $117.3M | -- | -- |
| May 2011 | $465.3M | $348M | $117.3M | -- | -- |
| Mar 2011 | $538.4M | $294.2M | $244.1M | -- | -- |
| Aug 2010 | $470.1M | $272.2M | $198M | -- | -- |
| Mar 2010 | $470.1M | $272.2M | $198M | -- | -- |
| Mar 2009 | $387.6M | $247.7M | $139.9M | -- | -- |
| Sep 2008 | $513.2M | $322.1M | $191.1M | -- | -- |
| Mar 2008 | $470.3M | $276M | $194.3M | -- | -- |
| Nov 2007 | $326.7M | $238.4M | $88.3M | 10 | -- |
| May 2007 | $0 | $0 | $0 | 10 | -- |
DateMay 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$174.1M
Employees31
Clients1
DateMay 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$174.1M
Employees31
Clients1
DateMar 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$174.1M
Employees31
Clients1
DateJul 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$162.8M
Employees29
Clients1
DateJun 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$162.8M
Employees29
Clients1
DateMar 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$162.8M
Employees29
Clients1
DateMar 2023
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$149.2M
Employees25
Clients1
DateDec 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$169.7M
Employees24
Clients1
DateSep 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$169.7M
Employees24
Clients1
DateMar 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$169.7M
Employees24
Clients1
DateApr 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$147.5M
Employees22
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$147.5M
Employees22
Clients0
DateJan 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.4M
Employees22
Clients0
DateDec 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.4M
Employees22
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.4M
Employees22
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.4M
Employees22
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.4M
Employees22
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$201.4M
Employees22
Clients0
DateSep 2019
Total AUM$1.1B
Discretionary$991.5M
Non-Disc.$142.6M
Employees17
Clients1
DateJul 2019
Total AUM$1.1B
Discretionary$991.5M
Non-Disc.$142.6M
Employees17
Clients1
DateMar 2019
Total AUM$1.1B
Discretionary$991.5M
Non-Disc.$142.6M
Employees17
Clients1
DateJun 2018
Total AUM$1.1B
Discretionary$919M
Non-Disc.$141.8M
Employees20
Clients1
DateMar 2018
Total AUM$1.1B
Discretionary$919M
Non-Disc.$141.8M
Employees20
Clients1
DateJul 2017
Total AUM$1B
Discretionary$881.2M
Non-Disc.$144.2M
Employees20
Clients300
DateMay 2017
Total AUM$957.8M
Discretionary$820.5M
Non-Disc.$137.3M
Employees21
Clients300
DateMar 2017
Total AUM$957.8M
Discretionary$820.5M
Non-Disc.$137.3M
Employees21
Clients300
DateJul 2016
Total AUM$801.6M
Discretionary$669.6M
Non-Disc.$132M
Employees20
Clients300
DateJun 2016
Total AUM$801.6M
Discretionary$669.6M
Non-Disc.$132M
Employees20
Clients300
DateMar 2016
Total AUM$801.6M
Discretionary$669.6M
Non-Disc.$132M
Employees20
Clients300
DateMar 2015
Total AUM$692.6M
Discretionary$523.5M
Non-Disc.$169M
Employees20
Clients300
DateJul 2014
Total AUM$665.5M
Discretionary$470.1M
Non-Disc.$195.4M
Employees17
Clients300
DateJul 2014
Total AUM$665.5M
Discretionary$470.1M
Non-Disc.$195.4M
Employees17
Clients300
DateMay 2014
Total AUM$665.5M
Discretionary$470.1M
Non-Disc.$195.4M
Employees17
Clients300
DateMar 2014
Total AUM$665.5M
Discretionary$470.1M
Non-Disc.$195.4M
Employees17
Clients300
DateMar 2013
Total AUM$524.5M
Discretionary$334M
Non-Disc.$190.5M
Employees15
Clients300
DateMar 2012
Total AUM$486M
Discretionary$314.9M
Non-Disc.$171.1M
Employees11
Clients300
DateMay 2011
Total AUM$465.3M
Discretionary$348M
Non-Disc.$117.3M
Employees--
Clients--
DateMay 2011
Total AUM$465.3M
Discretionary$348M
Non-Disc.$117.3M
Employees--
Clients--
DateMar 2011
Total AUM$538.4M
Discretionary$294.2M
Non-Disc.$244.1M
Employees--
Clients--
DateAug 2010
Total AUM$470.1M
Discretionary$272.2M
Non-Disc.$198M
Employees--
Clients--
DateMar 2010
Total AUM$470.1M
Discretionary$272.2M
Non-Disc.$198M
Employees--
Clients--
DateMar 2009
Total AUM$387.6M
Discretionary$247.7M
Non-Disc.$139.9M
Employees--
Clients--
DateSep 2008
Total AUM$513.2M
Discretionary$322.1M
Non-Disc.$191.1M
Employees--
Clients--
DateMar 2008
Total AUM$470.3M
Discretionary$276M
Non-Disc.$194.3M
Employees--
Clients--
DateNov 2007
Total AUM$326.7M
Discretionary$238.4M
Non-Disc.$88.3M
Employees10
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--