Velaga Advisors

Overview

Velaga Advisors is an independent registered investment adviser that serves individual and family clients with a small, concentrated book of business. The firm operates as a capital allocator, building portfolios largely through third-party managers and fund vehicles rather than running a broad lineup of proprietary strategies. Its advisory work focuses on financial planning, portfolio management for individuals and small businesses, and selecting other advisers or managers for client allocations. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. Velaga Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices