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.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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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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Showing 10 of 14 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
View Map
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Financials
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 | ||
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| 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.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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