# Michael Lent

> Michael Lent is a fee-only financial advisor at Veris Wealth Partners in Oakland, California. Michael 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.

Page: https://find.wellspent.co/advisors/michael-lent/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Veris Wealth Partners
- **Based in:** Oakland, California
- **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 (firm):** $2.86B across 2,475 accounts
- **Specialties:** Sustainable & impact investing, Family wealth transfer
- **Works with:** Founders, Multi-generational families, Ultra high net worth
- **CRD:** 2396198 (https://adviserinfo.sec.gov/individual/summary/2396198)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1993), Series 65 (2000)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://www.veriswp.com

## Frequently asked questions

### Is Michael Lent a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Veris Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Michael charge?

According to Veris Wealth Partners's website, checked October 30, 2026: a $5,000,000 asset minimum.

### Where is Michael Lent based?

Michael Lent is based in Oakland, California.

### What does Michael specialize in?

Michael's specialties include sustainable & impact investing and family wealth transfer. Michael works with founders, multi-generational families and ultra high net worth.

### Is Michael Lent registered with the SEC?

Yes. Michael Lent is registered as an investment adviser representative in NY and TX (CRD 2396198), 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 Michael Lent?

Through Michael's website, www.veriswp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2396198): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://veriswp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.