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Chief Client Services Officer · Veris Wealth Partners, LLC

Alison L. Pyott

CRD 2562470 · Named on Form ADV at one SEC-registered adviser

At a glance

Veris Wealth Partners, LLC, an SEC-registered wealth manager based in Oakland, CA with $2.9 billion in regulatory assets, lists Alison L. Pyott on its Form ADV as Chief Client Services Officer, a control person.

Firms and roles

AtlasMembers

Alison’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Michael LentChief Financial Officer & Co-Chief Investment Officer, Veris Wealth Partners, LLC
  • Nicole M. DavisSenior Wealth Manager, Veris Wealth Partners, LLC
  • Lori K. ChoiSenior Wealth Manager, Veris Wealth Partners, LLC
  • Stephanie C. RuppChief Executive Officer, Veris Wealth Partners, LLC
  • Richard L. ChenGeneral Counsel / Chief Compliance Officer, Veris Wealth Partners, LLC

2 more people named with Alison on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.