This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing