Overview
Assets Under Management: $110 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 62
Average Client Assets: $1.3 million
Frequently Asked Questions
VERAZ ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304619), VERAZ ADVISORS is subject to fiduciary duty under federal law.
VERAZ ADVISORS is headquartered in SAN RAMON, CA.
VERAZ ADVISORS serves 62 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, VERAZ ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
VERAZ ADVISORS manages $110 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, VERAZ ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.15%
Average Client Assets: $1.3 million
Total Client Accounts: 428
Discretionary Accounts: 428
Regulatory Filings
CRD Number: 304619
Filing ID: 2083961
Last Filing Date: 2026-03-31 22:58:50