# VERIS WEALTH PARTNERS, LLC

VERIS WEALTH PARTNERS, LLC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 143588
- Type: SEC-registered investment adviser
- SEC file number: 801-67966
- Location: 1111 BROADWAY, SUITE 300, OAKLAND, CA, 94607
- Phone: (415) 814-0580
- Latest filing: 2026-03-17
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $162.2M
- Clients: 31
- Accounts: 2,475

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Michael Lent | CHIEF FINANCIAL OFFICER & CO-CHIEF INVESTMENT OFFICER | New York, NY |
| Richard Leeway Chen | GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER | — |
| Nicole Mariko Davis | SENIOR WEALTH MANAGER | — |
| Lori Kim Choi | SENIOR WEALTH MANAGER | — |
| Stephanie Cohn Rupp | CHIEF EXECUTIVE OFFICER | — |
| Alison Lyn Pyott | CHIEF CLIENT SERVICES OFFICER | — |
| Sheryl Sue Kucer | CHIEF OPERATING OFFICER | — |
| Roraj Pradhananga | CO-CHIEF INVESTMENT OFFICER | — |
| FARRAR RIVAS PATRICIA | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; SENIOR WEALTH MANAGER | — |
| FAIJERSSON-FERGUSON ANDERS | DIRECTOR OF DEVELOPMENT; MANAGING MEMBER | — |
| FAHRER STEVE HARVEY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; PARTNER | — |
| LENT MICHAEL | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF INVESTMENT OFFICER; CHIEF FINANCIAL OFFICER & CO-CHIEF INVESTMENT OFFICER | — |
| HILLS DAVID EMERY | PARTNER | — |
| RIVAS LUIS ARMANDO | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER | — |
| PYOTT ALISON LYN | CHIEF CLIENT SERVICES OFFICER; CHIEF OPERATIONS OFFICER | — |
| DAVIS NICOLE MARIKO | SENIOR WEALTH MANAGER | — |
| CHOI LORI KIM | SENIOR WEALTH MANAGER | — |
| RUPP STEPHANIE COHN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| Chen Richard Leeway | GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER | — |
| Kucer Sheryl | CHIEF OPERATING OFFICER | — |
| KUCER SHERYL SUE | CHIEF OPERATING OFFICER | — |
| Pradhananga Roraj | CO-CHIEF INVESTMENT OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| VERIS GLOBAL SUSTAINABILITY FUND, LLC | Other Private Fund | Delaware | 66 | $124.1M | $500K |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 4 | (212) 349-4172 |
| NEW YORK | NY | 4 | (212) 349-4172 |
| PORTSMOUTH | NH | 1 | 603-319-1917 |
| PORTSMOUTH | NH | 1 | 603-319-1917 |
| — | — | 0 | (415) 814-0580 |
| — | — | 0 | (415) 814-0580 |
| PHILADELPHIA | PA | 0 | (646) 804-6497 |
| PHILADELPHIA | PA | 0 | (646) 804-6497 |


## Fund service providers (1)

- administrator: ULTIMUS PRIVATE FUND SOLUTIONS, LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143588/similar
- Related entities: https://search.stillhousedata.com/firm/143588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143588

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.