VELARIS WEALTH MANAGEMENT
Orlando, United States · CRD 340592
SEC-registered investment adviser since 2026 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$128.7m
- Main clients (by assets)Private funds 60%, High net worth individuals 26%, Individuals 14%
- Websitevelaris.global
- Form ADV · 2026-09-04SEC adviser record
- Others nearbyOrlando, FL
As an employer
- Staff (Form ADV)4 · 3 in investment roles
- Offices in1 country