Veris Wealth Partners, Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.7B
- Clients
- 346
- Avg AUM / client
- $8.3M
- Accounts
- 2,475
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $49.9M | 1.75% |
| High net worth individuals | 239 | $2.3B | 79.3% |
| Charitable organizations | 30 | $541M | 18.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $115M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Veris Global Sustainability Fund, Llc | Other Private Fund | Delaware | $115M | 71 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Lent | Chief Financial Officer & Co Chief Investment Officer | Jul 2007 (19y) | 10% – 25% | |
| Alison Lyn Pyott | Chief Client Services Officer | CFP | May 2010 (16y) | 10% – 25% |
| Davis, Nicole, Mariko | Senior Wealth Manager | Jan 2018 (9y) | 10% – 25% | |
| Lori Kim Choi | Senior Wealth Manager | CFA | Jan 2018 (9y) | 5% – 10% |
| Richard Leeway Chen | General Counsel / Chief Compliance Officer | Jul 2020 (6y) | 5% – 10% | |
| Rupp, Stephanie, Cohn | Chief Executive Officer | Jan 2021 (6y) | 10% – 25% | |
| Kucer, Sheryl, Sue | Chief Operating Officer | Sep 2022 (4y) | Less than 5% | |
| Pradhananga, Roraj | Co Chief Investment Officer | Jan 2024 (3y) | Less than 5% | |
| Leah Megan Beattie | Registered representative | Aug 2008 (18y) | ||
| Timothy P. Kingsbury | Registered representative | CFP | Apr 2021 (5y) | |
| Elena Viktorovna Ladygina | Registered representative | CFP | Jan 2024 (3y) | |
| Jane Edith Swan | Registered representative | CFA | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rosemont Investment Group, Llc | Member | Jan 2022 | A | 10% – 25% |
| Markel Ventures Inc. | Member | Jun 2018 | B | ≈ 7.5% – 25% via Rosemont Investment Group, Llc |
| Markel Corporation | Sole Shareholder | Nov 2005 | B | ≈ 5.63% – 25% via Markel Ventures Inc. |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Markel Ventures Inc.: 75% – 100% of Rosemont Investment Group, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Markel Corporation: 75% – 100% of Markel Ventures Inc. × 75% – 100% of Rosemont Investment Group, Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $115M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Veris Global Sustainability Fund, Llc | Other Private Fund | $115M | $500K | 71 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $1.2B (42% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $787M (69% of AUM) Sep 2019
- Charles Schwab & Co. $361M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗