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Family Office - Multi • Portsmouth, CA, United States

Veris Wealth Partners, LLC

Veris Wealth Partners, LLC is a family office - multi based in Portsmouth, CA, United States, founded in 2007. Verified contact details, AUM data, and investment preferences on FindLPs.

$1.9B
Assets Under Mgmt
2007
Year Founded
Family Office - Multi
Investor Type
Portsmouth, CA, United States
Headquarters
About

Veris Wealth Partners, LLC

Financial advisor firm focused on sustainable & impact investing since 2007. Offices: NYC, San Francisco, Denver, Portsmouth, Philadelphia.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.