Veris Wealth Partners, LLC in San Francisco, CA lists Stephanie Cohn Rupp of San Francisco, CA and Michael Lent of New York, NY
Paracorp Incorporated
Registered Agent
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1 OLD LOUDON RD, CONCORD, NH 03301
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Stephanie Cohn Rupp
Member
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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
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Michael Lent
Member
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17 STATE ST STE 2450, NEW YORK, NY 10004
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Michael Lent
Manager
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17 STATE ST STE 2450, NEW YORK, NY 10004
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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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235 MONTGOMERY ST STE 850, SAN FRANCISCO, CA 94104
(Mailing)
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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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 |
Veris Wealth Partners, LLC
Registered in New York
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New York, NY | View Report | |
Veris Wealth Partners, LLC
Registered in Pennsylvania
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Pennsylvania | View Report | |
Veris Wealth Partners, LLC
Registered in California
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San Francisco, CA | View Report | |
Veris Wealth Partners, LLC
Registered in North Carolina
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New York, NY Portsmouth, NH (1 more) | View Report | |
Veris Wealth Partners, LLC
Registered in Colorado
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Denver, CO Portsmouth, NH (1 more) | View Report | |
Veris Wealth Partners LLC
Registered in Texas
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New York, NY San Francisco, CA | View Report | |
Veris Wealth Partners LLC
Registered in Massachusetts
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San Francisco, CA | View Report | |
Veris Wealth Partners, LLC
Registered in Massachusetts
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Boston, MA San Francisco, CA | View Report | |
Veris Wealth Partners, LLC
Registered in Massachusetts
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Shelburne Falls, MA | View Report |
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|
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|
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The following government agencies have contributed data:
New Hampshire Department of State U.S. Department of Labor