|
⚲
|
| Veraz Advisors LLC
✚
|
|
|---|---|
| CRD # | 304619 |
| SEC # | 801-136155 |
| CIK # | |
| AUM | $109.6 M (2026-06-02) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 844-848-3729 |
| Address | 2355 San Ramon Valley Blvd, San Ramon, CA 94583 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 31.3 |
| (b) Individuals (high net worth individuals) | 62 | 78.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 109.6 |
| By Discretionary | ||
| Discretionary | 428 | 109.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 428 | 109.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.6 | |
| Total | 428 | 109.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gallacher Capital LLC
✚
|
CO | 0.1 |
|
Advanced Wealth Management LLC
✚
|
FL | 0.1 |
|
One Oak Holdings LLC
✚
|
0.1 | |
|
Visionx Wealth Partners
✚
|
IA | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
JAKE Carris Financial Planning LLC
✚
|
FL | 0.1 |
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Northbrook Financial Planning LLC
✚
|
MD | 0.1 |
|
Asset Management Services Inc
✚
|
0.1 | |
|
Nye Wealth Management LLC
✚
|
OH | 0.1 |