VERAZ ADVISORS

Overview

Veraz Advisors is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm registered with the SEC in 2026 and is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, plus other fee structures, suggesting flexibility for different client engagements. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or larger businesses, selection of third‑party managers, and educational seminars or workshops. Veraz Advisors reports it is not an active ESG investor. The firm lists industry ties to accountants and insurance companies, which may support tax, reporting and risk‑management coordination for client households.

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Public Holdings

Investments & Alternatives