Veris Wealth Partners Overview
- Type
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Wealth Management Firm
- Year Founded
-
2007
- Professionals
-
14
- AUM
-
- Commitments
-
2
Veris Wealth Partners General Information
Description
Veris Wealth Partners is an independent wealth management firm based in San Francisco, California. Established in 2007, the firm provides wealth management and investment advisory solutions to high-net-worth individuals and families, foundations, and endowments. Additionally, the firm engages in financial consulting services and offers professional portfolio management; investment policy development and review; investment manager search and recommendation; portfolio evaluation and review; budgeting, and cash management services. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Contact Information
Corporate Office
- 235 Montgomery Street
- Suite 850
- San Francisco, CA 94104
- United States
Veris Wealth Partners Commitments (2)
Fund Name | Fund Manager | Fund Location | Vintage | Fund Size | Commitment Date | Commitment |
---|---|---|---|---|---|---|
Apis & Heritage | Bethesda, MD | 2022 | ||||
SJF Ventures | Durham, NC | 2013 |
Veris Wealth Partners Commitment Analytics
Veris Wealth Partners Investment Allocations
Veris Wealth Partners FAQs
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When was Veris Wealth Partners founded?
Veris Wealth Partners was founded in 2007.
-
Where is Veris Wealth Partners headquartered?
Veris Wealth Partners is headquartered in San Francisco, CA.
-
How many Assets Under Management (AUM) does Veris Wealth Partners have?
Veris Wealth Partners has
in assets under management.
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