VELARIS WEALTH MANAGEMENT

VELARIS WEALTH MANAGEMENT of ORLANDO, FL is an SEC-registered investment adviser (CRD 340592). Regulatory assets under management: $128.7M.

Registration

• CRD: 340592
• SEC file number: 801-135459
• Type: Registered investment adviser
• Location: 7981 WATERFIELD AVENUE, ORLANDO, FL, 32832
• Phone: 786-657-1584
• Latest filing: 2026-09-04
• Regulatory AUM: $128.7M
• Discretionary AUM: $128.7M
• Clients: 4
• Accounts: 112

Business model

Compensation: % of AUM, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340592 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search