Leah Beattie
Veris Wealth Partners · Portsmouth, New Hampshire
Leah Beattie is a fee-only financial advisor at Veris Wealth Partners in Portsmouth, New Hampshire. Leah focuses on sustainable & impact investing and family wealth transfer. Veris Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Veris Wealth Partners |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $5,000,000 asset minimum |
| Assets under management | $2.86B across 2,475 accounts |
| SEC registration | Investment adviser representative in NH · CRD 4862603 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.veriswp.com |
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Questions about Leah
Is Leah Beattie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leah holds no broker registration, and Veris Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leah charge for financial advice?
Leah's firm, Veris Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Leah charge?
According to Veris Wealth Partners's website, checked October 30, 2026: a $5,000,000 asset minimum.
Where is Leah Beattie based?
Leah Beattie is based in Portsmouth, New Hampshire.
What does Leah specialize in?
Leah's specialties include sustainable & impact investing and family wealth transfer. Leah works with founders, multi-generational families and ultra high net worth.
Is Leah Beattie registered with the SEC?
Yes. Leah Beattie is registered as an investment adviser representative in NH (CRD 4862603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veris Wealth Partners manage?
Veris Wealth Partners reports $2.86B across 2,475 accounts in assets under management.
How do I contact Leah Beattie?
Through Leah's website, www.veriswp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Veris Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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