Veris Wealth Partners

Asset Manager SEC-registered adviser

Legal name: Veris Wealth Partners, LLC

Oakland, CA Website X

AUM

$2.9B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$124.1M
Gross asset value

Employees

31

Last Form D raise

Feb 2024
Most recent fund filing

From SEC Form ADV filing (filed Mar 17, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

M
Michael Lent
Chief Financial Officer & Co-Chief Investment Officer
Source: SEC Form ADV
R
Roraj Pradhananga
Co-Chief Investment Officer
Source: SEC Form ADV
S
Stephanie Rupp
Chief Executive Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Veris Global Sustainability Fund, LLCOther$124.1M$98.1M77Feb 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
143588
SEC file number
801-67966

Sources