Velaris Wealth Management

Overview

Velaris Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2026 and serves both individual/family clients and institutional clients. Advisory services listed on the firm’s filings emphasize financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and running educational seminars or workshops. Compensation is primarily fee-based, using both a percentage-of-AUM model and subscription-style fees. The firm does not identify as an active ESG investor and is not designated as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices