{
  "crd_number": 337818,
  "slug": "mezzi-menlo-park-ca-337818",
  "primary_business_name": "MEZZI",
  "legal_name": "STOCKTALK INC.",
  "dbas": [],
  "city": "Menlo Park",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-09-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 10,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 317
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://instagram.com/mezziapp",
    "https://linkedin.com/company/mezziapp",
    "https://mezzi.com",
    "https://threads.com/@mezziapp",
    "https://x.com/MezziApp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337818",
  "city_as_filed": "MENLO PARK",
  "url": "https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818",
  "display_name": "Mezzi",
  "summary": "Mezzi is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. Mezzi (CRD 337818): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Mezzi compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mezzi reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Mezzi located?",
      "a": "Mezzi's principal office is in Menlo Park, CA, according to its Form ADV."
    },
    {
      "q": "Is Mezzi registered with the SEC or a state?",
      "a": "Mezzi is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337818."
    },
    {
      "q": "What types of clients does Mezzi serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (317)."
    },
    {
      "q": "Does Mezzi report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337818"
    },
    {
      "q": "Does Mezzi state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 28, 2026 says: \"Mezzi generally provides advisory services to individuals and high net-worth individuals, we do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Mezzi's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 28, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Mezzi generally provides advisory services to individuals and high net-worth individuals, we do not have a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "Mezzi generally provides advisory services to individuals and high net-worth individuals, we do not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 317,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337818",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}