VERAZ ADVISORS
  • VERAZ ADVISORS
  • VERAZ ADVISORS, LLC
  • VA

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Adviser Profile

As of Date 06/06/2026
Registration status Registration Changed to VERAZ ADVISORS, LLC
ADV Location SAN RAMON, CA, United States
Contact Info 844 xxxxxxx
Websites
AUM* 109,563,851 51%
of that, discretionary 109,563,851 51%
Number of Employees 8 300%
of those in investment advisory functions 3 200%
Private Fund GAV* 0
Avg Account Size 255,990 24%
% High Net Worth 41.33% -30%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees