VELARIS WEALTH MANAGEMENT

Overview

Velaris Wealth Management is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and runs educational seminars and workshops. Its fee arrangements include a percentage-of-AUM schedule alongside subscription-fee structures. According to the filing, Velaris is not an active ESG investor, does not act as a capital allocator, and is not designated as a multi-state adviser. The firm completed SEC registration in 2026 and is organized as a corporation under individual ownership. The mix of services suggests a hybrid advisory model focused on discretionary portfolio management paired with planning and client education.

Assets & Accounts

Investments & Alternatives

Location & Offices