VERIS WEALTH PARTNERS, LLC

Overview

Veris Wealth Partners, LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and institutional clients. The firm emphasizes equity-oriented portfolios but integrates third‑party managers and pooled vehicles where appropriate. Veris positions itself as an ESG-aware investor and layers sustainable and impact criteria into public and private allocations. Its advisory scope includes financial planning, discretionary portfolio management across individuals and pooled vehicles, selection of outside advisers and pension consulting services, which supports multi-faceted client mandates that blend liquid and illiquid strategies. Fee arrangements are a mix of percentage-of-AUM, hourly and fixed fees, allowing the firm to tailor billing to planning engagements, ongoing portfolio management and bespoke consulting work. Veris’s charter as a capital allocator and sponsor/GP of pooled vehicles shows it both advises on and places capital into third‑party alternative managers as well as operating its own private fund activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices