A complete list of active advisors currently associated with Velaris Wealth Management

Warmer can help you find a great advisor at Velaris Wealth Management or one who fits your needs even better.

Velaris Wealth Management is an SEC‑registered advisory firm that provides discretionary investment management and associated financial planning to individuals, high‑net‑worth individuals, family offices, and trusts. Separately from its advisory relationships, the firm offers a subscription‑based investment education service that grants non‑clients access to recorded videos on investing and financial topics. The firm generally constructs client portfolios around passive vehicles—primarily ETFs, including ETFs tied to cryptocurrency‑related assets—while also using equities, fixed income and alternative/private investments when considered suitable. Velaris describes a client‑customized, primarily long‑term approach that incorporates each client’s financial situation, tax considerations and risk profile, and notes it may use margin or shorter‑term trades where appropriate. Velaris’ stand‑alone subscription education offering, provided as general recorded content for non‑clients rather than tailored advice, is a notable deviation from the typical services of many investment managers. The firm is newly registered and reported no assets under management at filing, operates with a small advisory team, and documents institutional custody and execution arrangements (including a custodial option noted for Brazilian clients), which together create an atypical profile for firms in this category.

To learn more about the advisors currently working at Velaris Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.