VERAZ ADVISORS, LLC

VERAZ ADVISORS, LLC of SAN RAMON, CA is an SEC-registered investment adviser (CRD 304619). Regulatory assets under management: $109.6M.

Registration

• CRD: 304619
• SEC file number: 801-136155
• Type: Registered investment adviser
• Location: 2355 SAN RAMON VALLEY BLVD,, SUITE 204, SAN RAMON, CA, 94583
• Phone: 844-848-3729
• Latest filing: 2026-06-02
• Regulatory AUM: $109.6M
• Discretionary AUM: $109.6M
• Clients: 8
• Accounts: 428

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304619 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search