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Chief Financial Officer & Co-Chief Investment Officer · Veris Wealth Partners, LLC

Michael Lent

CRD 2396198 · 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 Michael Lent on its Form ADV as Chief Financial Officer & Co-Chief Investment Officer, a control person.

Firms and roles

  • Veris Wealth Partners, LLCChief Financial Officer & Co-Chief Investment OfficerWealth manager · Oakland, CA · $2.9B in regulatory assets

AtlasMembers

Michael’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)

2 more people named with Michael 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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.