Veris Wealth Partners, LLC

New Hampshire
Registered In
05/08/2007
Incorp. Date
Foreign
Registration Type

Company Summary

Veris Wealth Partners, LLC in San Francisco, CA lists Stephanie Cohn Rupp of San Francisco, CA and Michael Lent of New York, NY

Registered In
New Hampshire
Incorporation Date
Registration Type
Foreign
Company Type
Foreign Limited Liability Company
Status
Good Standing
Website
Email
*********@veriswp.com
Phone
(413) 625-****
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Paracorp Incorporated Registered Agent
1 OLD LOUDON RD, CONCORD, NH 03301
Stephanie Cohn Rupp Member
235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
Michael Lent Member
17 STATE ST STE 2450, NEW YORK, NY 10004
Michael Lent Manager
17 STATE ST STE 2450, NEW YORK, NY 10004
Stephanie Cohn Rupp Manager
235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104 (Mailing) View Map

Financial Information for Veris Wealth Partners, LLC

Form 5500

VERIS WEALTH PARTNERS, LLC

1 Cate Street 4th Floor, Portmouth, Nh 03801 (415) 814-0583 EIN:26-0162611 Plan Admin:Nicole Davis
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameVERIS WEALTH PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY31 / 31 Assets BOY/EOY$3,521,234 / $4,118,585 2023 VERIS WEALTH PARTNERS, LLC 401(K) PLAN - Plan #001 31 / 31 $3,521,234 / $4,118,585
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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The following government agencies have contributed data:

New Hampshire Department of State U.S. Department of Labor
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