Maria Travieso
Advisor at Veltra Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Maria Travieso is a financial advisor at Veltra Capital with seven years of industry experience. She holds a Series 65 designation and has worked at Veltra Capital since 2021, following roles at Blue Chip Finance LLC, Blue Chip Capital, and Banesco Banco Universal. Veltra Capital is an independent investment adviser serving high-net-worth individuals, corporations, and institutions. The firm focuses on publicly traded equity and debt securities, combining fundamental and technical analysis with macroeconomic research to create customized portfolios tailored to each client's objectives and risk tolerance.
Fee options
Flat fee arrangements may be negotiated for administrative services, based on project scope, with terms agreed in writing prior to services.
Under $500,000.00 - $500,000.00: 1.50% $500,000.01 - $1,500,000.00: 1.25% $1,500,000.01 - $3,000,000.00: 1.00% $3,000,000.01 - $5,000,000.00: 0.85% $5,000,000.01+: 0.70%
Performance-based fees up to 20% of capital appreciation above a benchmark, charged quarterly for Qualified Clients with at least $1,000,000 AUM or $2,100,000 net worth.
Account minimum: $250,000
Location
Santa Monica, CA
Most active in
Maria T has reported serving >5 clients in these states in the last 12 months.
New York
Work history
Veltra Capital
2021 - Present (5 years)
Blue Chip Finance LLC
2018 - 2021 (3 years)
Blue Chip Capital
2017 - 2021 (4 years)
Banesco Banco Universal
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Aaron K
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Los Angeles, CA
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Joseph C. Longo, Attorney At Law
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