Velaga Advisors
Firm details
- Headquarters
- ,
- CRD number
- 329122
- Website
- www.velagaadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.64%
- Individuals1.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Velaga Advisors is an independent registered investment adviser organized as an LLC and based in Texas. The firm is owner-operated and focuses on individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and the selection/oversight of third‑party advisers. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and it positions itself as a capital allocator—placing client capital with external managers when appropriate. Velaga does not identify as an active ESG investor and operates primarily within a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities16%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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