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VERAZ ADVISORS

SAN RAMON, CA · CRD 304619 · IAPD ↗ · verazadvisors.com · 844-848-3729

$109.6MRegulatory AUM
3Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — VERAZ ADVISORS (SAN RAMON, CA) is newly SEC-registered with $109.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.