# Mezzi

> 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.

- CRD: 337818
- Filed as: MEZZI
- Legal name: Stocktalk Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337818
- AdvisorCensus page: https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818

## Quick answers

**How is Mezzi compensated?**
On its Form ADV (Item 5.E, October 2026), Mezzi reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Mezzi located?**
Mezzi's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Mezzi registered with the SEC or a state?**
Mezzi is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337818.

**What types of clients does Mezzi serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (317).

**Does Mezzi report any disciplinary disclosures?**
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

**Does Mezzi state an account minimum?**
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."

**What changed in Mezzi's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2026)

- Account minimum: None

> Mezzi generally provides advisory services to individuals and high net-worth individuals, we do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 317 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mezzi.com
- threads.com/@mezziapp
- Instagram @mezziapp
- LinkedIn @mezziapp
- X @MezziApp

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mezzi (CRD 337818): Form ADV filing data as of October 2026.