VELTRIA ADVISORS CORP.

RIASEC RegisteredEst. 2018

Total AUM

$113M

Discretionary

$113M

100% of AUM

Avg account

$6.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 189514
Registered since: September 27, 2018
Custodians: MORGAN STANLEY & CO. LLC, CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES INC., STONEX FINANCIAL INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI97.2%
Individuals2.8%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Veltria Advisors Corp. is an SEC-registered independent RIA that began registration in 2018. The firm serves individual and family clients and operates as a capital allocator, using third-party managers alongside in-house planning and portfolio services. Its fee model combines percentage-of-AUM billing with fixed fees. Veltria performs financial planning, direct portfolio management for individuals and small businesses, and the selection of other advisers. It is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting. Ownership is listed as a mix of a foreign entity and an individual, and the firm maintains an industry affiliation with a banking or thrift institution—consistent with custody relationships and intermediary access that appear elsewhere in its filings.