Veris Wealth Partners, LLC
California
Registered In
05/04/2007
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Veris Wealth Partners, LLC at 235 Montgomery ST STE 850, San Francisco, Ca 94104 lists Stephanie Cohn-Rupp and Jane Swan of San Francisco, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Stephanie Rupp
Individual Agent
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Stephanie Cohn-Rupp
CEO
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Stephanie Cohn-Rupp
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Jane Swan
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Patricia Farrar-Rivas
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Lori Choi
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Alison Pyott
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Michael Lent
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Richard Chen
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Nicole Davis
Manager
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Financial Information for Veris Wealth Partners, LLC
Form 5500
VERIS WEALTH PARTNERS, LLC
235 Montgomery Street, Suite 850, San Francisco, Ca 94104 (415) 814-0580 EIN:26-0162611 Plan Admin:Nicole Davis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameVERIS WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 29 Assets BOY/EOY$3,871,917 / $4,875,717 | 2021 | VERIS WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001 | 28 / 29 | $3,871,917 / $4,875,717 |
| 2020 | Plan NameVERIS WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY23 / 28 Assets BOY/EOY$3,014,614 / $3,871,917 | 2020 | VERIS WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001 | 23 / 28 | $3,014,614 / $3,871,917 |
| 2019 | Plan NameVERIS WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$2,795,959 / $3,014,614 | 2019 | VERIS WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001 | 21 / 21 | $2,795,959 / $3,014,614 |
Benefit & Retirement Plans based on Form 5500.
Address Match:235 Montgomery St Ste 850 San Francisco, CA
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Registered in New York
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Address Match:235 Montgomery St San Francisco, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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