Michael Lent
Veris Wealth Partners · Oakland, California
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
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 | $2.86B across 2,475 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2396198 |
| Exams passed | Series 63 (1993) · Series 65 (2000) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.veriswp.com |
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Questions about Michael
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.
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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