Veris Wealth Partners LLC
Legal Name: VERIS WEALTH PARTNERS, LLC
Full Contact Details
Veris Wealth Partners LLC
235 MONTGOMERY STREET, SUITE 850, SAN FRANCISCO, CA
(415) 814-0580
(415) 413-0685
Other Info
Veris Wealth Partners, LLC is a Delaware-based Limited Liability Company with 17 employees, including 9 in advisory roles. The company, which serves a single client, has been approved by the U.S. Securities and Exchange Commission since its registration on June 8, 2007.
Veris Wealth Partners | Impact Wealth Management
Veris offers a unique approach to impact wealth management by enabling you to achieve both your financial goals and your impact investing objectives.
Direct Owners
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ANDERS FAIJERSSON-FERGUSON
DIRECTOR OF DEVELOPMENT owns more than 10% but less than 25%
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LORI KIM CHOI
SENIOR WEALTH MANAGER owns more than 5% but less than 10%
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MICHAEL LENT
CHIEF FINANCIAL OFFICER owns more than 10% but less than 25%
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NICOLE MARIKO DAVIS
SENIOR WEALTH MANAGER owns more than 5% but less than 10%
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PATRICIA FARRAR RIVAS
CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%
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STEPHANIE COHN RUPP
CHIEF OPERATIONS OFFICER owns less than 5%
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STEVE HARVEY FAHRER
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
Custodians
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NORTHBROOK BANK & TRUST COMPANY
United States