VERAZ ADVISORS

Legal name: VERAZ ADVISORS, LLC

CRD 304619File 801-136155

APPROVED

Retail clients

Filing as of Jun 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$109.6M

Bottom 25% of cohort (national)

Discretionary AUM

$109.6M

Clients

150

428 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 4, 2026
Principal office: 2355 SAN RAMON VALLEY BLVD,, SUITE 204, SAN RAMON, CA, 94583
Phone: 844-848-3729
Website: https://www.linkedin.com/company/veraz-advisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $109.6M
Discretionary AUM: $109.6M
Non-discretionary AUM: $0
Discretionary accounts: 428
Non-discretionary accounts: 0
Total accounts: 428
AUM per client: $730K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$200K
High net worth individuals	62	$78.0M
Pension and profit sharing plans	Fewer than 5	$62K
Individuals (other than high net worth individuals)	88	$31.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — ASSETS UNDER ADVISEMENT (AUA)
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.