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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-08-2007
- Office Locations
- 3
Office Locations
About Veris Wealth Partners, LLC
Veris Wealth Partners is a majority-women-led, B Corp registered investment adviser providing wealth management and OCIO services to families and mission-driven institutions such as foundations, endowments, and nonprofits. The firm builds customized, values- and mission-aligned portfolios across public and private markets, integrating sustainable and impact investing and reporting outcomes through its annual impact reports and research frameworks (e.g., Just Transition).
Reported data analysis
What the numbers show
Between May 30, 2025 and March 17, 2026, reported AUM increased 26.4%, from $2.3B to $2.9B.
Across 5 reported observations, AUM increased 34.6% between December 5, 2022 and March 17, 2026, from $2.1B to $2.9B.
Of the latest reported AUM, 94.3% is discretionary and 5.7% is non-discretionary.
The firm reports 12 advisory representatives and 347 clients, or 28.9 clients per representative. That equates to $8.2M in reported AUM per client.
The profile lists 3 reported office locations and 19 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Veris Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICOLE MARIKO DAVIS
Partner, Senior Wealth Manager
- CRD
- --
- Ownership
- 10% but less than 25%
MICHAEL LENT
Chief Financial Officer, Chief Operating Officer, Co-Chief Investment Officer
- CRD
- #2396198
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
Unlock allContacts
LEAH MEGAN BEATTIE
Associate Advisor
- CRD
- #4862603
TIMOTHY P. KINGSBURY
Advisor
- CRD
- #6703490
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,694,686,172 | $1,208,379 |
| Non-Discretionary | $162,204,763 | $662,060 |
| Total | $2,856,890,935 | $1,154,299 |
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Separately Managed Accounts
SMA allocation detail is available
Veris Wealth Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.