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Firm profile

Veraz Advisors

SAN RAMON, CACRD 304619Registration Status: ApprovedEffective since June 4, 2026Latest ADV June 2, 2026

Veraz Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated June 2, 2026, reports $110M in regulatory assets under management, 8 employees, 1 office, and 428 accounts.

Assets Under Management
$110M
Employees
8
Offices
1 office
Total Clients
150
Primary office
SAN RAMON, CA
2355 SAN RAMON VALLEY BLVD, SUITE 204, SAN RAMON, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJay Mehta
CCOJay Mehta

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 58.7% of total clients.
Top client categories% of clientsClients
1
Individuals
58.7%
88
2
HNWI
41.3%
62
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$110Mas of June 2, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$110M
Total Accounts428
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee19:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.