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VERAZ ADVISORS
VERAZ ADVISORS, LLC
CRD 304619 · SEC 801-136155
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
2355 SAN RAMON VALLEY BLVD,, SUITE 204, SAN RAMON, CA, 94583, United States
Registration
— (—)
Source
State registered
Total AUM
$109.6M
Discretionary AUM
$109.6M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; ASSETS UNDER ADVISEMENT (AUA)
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $31.3M |
| High net worth individuals | 62 | $78.0M |
All web addresses on file
Official SEC filing: View on IAPD