Velaga Advisors

Overview

Velaga Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works primarily with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee menu includes percentage-of-assets, hourly, and fixed-fee arrangements. Velaga Advisors identifies itself as a capital allocator and does not present itself as an active ESG investor or a multi-state adviser in the available materials.

Assets & Accounts

Public Holdings

Investments & Alternatives