Veraz Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Veraz Advisors reports 150 clients. They include 88 individual clients and 62 high-net-worth individuals. Of its assets, 100.0% ($110M across 428 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 29% |
| High-net-worth individuals | 41% | 71% |
| Pension and profit-sharing plans | 0% | <1% |
| Corporations and other businesses | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 88 | $31.3M | 28.6% | $356K |
| High-net-worth individuals | 62 | $78M | 71.2% | $1.26M |
| Pension and profit-sharing plans | Fewer than 5 | $61.7K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $200K | 0.2% | — |
| Total | 150 | $110M | 100% | — |
- Clients
- 88
- Regulatory AUM
- $31.3M
- AUM share
- 28.6%
- Avg. per client
- $356K
- Clients
- 62
- Regulatory AUM
- $78M
- AUM share
- 71.2%
- Avg. per client
- $1.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $61.7K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $200K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 150
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Veraz Advisors charges up to 2.99% a year for its Assets Under Management Fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Planning and consulting fees are negotiable, generally $1,000 to $50,000 fixed or up to $750 per hour, depending on scope.
Quest Management Holdings II, LLC owns 75% or more of Veraz Advisors and is in turn owned by Ewoh, Inc. (50–75%) and Athem Family, LP (50–75%). It has 8 employees, 3 of them in advisory roles.
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Veraz Advisors, LLC
Quest Management Holdings II, LLC
Control person · since September 2019
- Owns 50% to 75% of Quest Management Holdings II, LLC
Ewoh, Inc.
Control person · since September 2019
- Owns 50% to 75% of Quest Management Holdings II, LLC
Athem Family, LP
Control person · since September 2019
- Owns 50% to 75% of Veraz Advisors, LLC
Jay Mehta
Control person · since September 2019
- Owns 50% to 75% of Veraz Advisors, LLC
Stephen Stanton
Control person · since September 2019
Besides its headquarters, Veraz Advisors has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 2355 San Ramon Valley BLVD,, Suite 204, San RamonHQ
- 100 Century Center CT., San Jose
Other business names
Veraz Advisors has reported 1 other business name to the SEC.
- Va
Contact and registration details
- Legal name
- Veraz Advisors, LLC
- Headquarters
- 2355 San Ramon Valley BLVD,, Suite 204, San Ramon, CA 94583
- Website
- verazadvisors.com
- Phone
- 844-848-3729
- @veraz-advisors
- SEC file
- 801-136155
- Structure
- Delaware LLC
- Fiscal year end
- December
Veraz Advisors’ named custodian for separately managed accounts is Charles Schwab ($31.5M). Veraz Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $31.5M100%
At year end, Veraz Advisors’ separately managed accounts were mostly in stocks (71%) and funds (13%).
What the accounts hold
- Stocks71%
- Funds13%
- Bonds5%
- Cash9%
- Other2%
- Structured note2%
How many clients does Veraz Advisors have?
Veraz Advisors has 150 clients and manages $110 million for them, as of June 2026. They include 88 individual clients and 62 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026
What services does Veraz Advisors offer?
Veraz Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Veraz Advisors charge?
Veraz Advisors charges up to 2.99% a year for its Assets Under Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Veraz Advisors use?
Veraz Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $31.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026
How many financial advisors does Veraz Advisors have?
Veraz Advisors has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Veraz Advisors invest in?
At the end of its last fiscal year, Veraz Advisors’ separately managed accounts held 71% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 5% investment grade corporate bonds and 2% other. The 2% other category is described as: Structured Note.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Veraz Advisors?
Veraz Advisors is owned through a holding company by Ewoh, Inc. and Athem Family, LP. Its direct owners are Quest Management Holdings II, LLC (75% or more), Jay Mehta (50% to 75%) and Stephen Stanton (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 June 2026
How does Veraz Advisors get paid?
Veraz Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Veraz Advisors?
Veraz Advisors’ main office is at 2355 San Ramon Valley BLVD,, Suite 204, San Ramon, CA 94583. Its phone number is 844-848-3729. Its website is verazadvisors.com.
