Data / Investment advisers / California / Veraz Advisors
Veraz Advisors, San Ramon, CA: $110 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Veraz Advisors is an SEC registered investment adviser with its main office in San Ramon, California and reports $110 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 304619
- SEC file number
- 801-136155
- SEC status
- Approved, effective June 4, 2026
- Legal name
- Veraz Advisors, LLC
- Main office
- 2355 San Ramon Valley Blvd, Suite 204, San Ramon, CA 94583
- Phone
- (844) 848-3729
- Website
- verazadvisors.com
- Regulatory AUM
- $109,563,851 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $109,563,851
- Accounts
- 428
- Employees
- 8, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $78 million |
| Individuals (other than high net worth individuals) | 88 | $31.3 million |
| Corporations or other businesses | Fewer than 5 | $199,633 |
| Pension and profit sharing plans | Fewer than 5 | $61,723 |
Other advisers in San Ramon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Carey Wealth Management | San Ramon | $222.8 million | Not listed | adviserinfo.sec.gov |
| Alcosta Capital Management, Inc. | San Ramon | $210.2 million | Not listed | adviserinfo.sec.gov |
| Cannon Beach Financial Advisors | San Ramon | $209.2 million | Not listed | adviserinfo.sec.gov |
| Certified Planners, Inc. | San Ramon | $196.6 million | Not listed | adviserinfo.sec.gov |
| Giving Tree Wealth Advisors | San Ramon | $138 million | Not listed | adviserinfo.sec.gov |
| Secure Retirement Financial & Insurance Services Corp. | San Ramon | $102 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Ramon, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Veraz Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.