Leah Megan Beattie
Investment adviser representative at Veris Wealth Partners, LLC
20 yearsExperience
1 stateRegistered in
$2.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Veris Wealth Partners, LLCSep 2007 to now
- A. G. Edwards & Sons, Inc.Nov 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (NH).
Veris Wealth Partners, LLC
$2.9BAssets managed
346Clients
8Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4862603
- Firm CRD
- 143588