Velara Wealth Management Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 342735
- Registered since
- July 9, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Velara Wealth Management Inc. is a corporation that registered with the SEC in 2026 and is owned by an individual. The firm is newly formed and classified as unclassified in the available records. Its advisory scope is focused on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. Velara is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not characterized as a capital allocator or a related adviser.
Assets & Accounts
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
Owners & executives
1 of 1
Peter Levine
CEOCRD 4022345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 481 8th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Strategic Partners Fund Solutions Advisors L.P.
RIANew York, NY
Lightyear Capital LLC
RIANew York, NY
Nomura Corporate Research and Asset Management Inc
RIANew York, NY
Clearline Capital LP
RIANew York, NY
Satovsky Asset Management LLC
RIANew York, NY
Lincolnshire Management, Inc.
RIANew York, NY