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MEZZI

MENLO PARK, CA · CRD 337818 · IAPD ↗ · (415) 612-2667

$0Regulatory AUM
1Advisory reps
10Employees
317Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — MEZZI reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — MEZZI (MENLO PARK, CA) is newly SEC-registered with $0 RAUM and 1 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.