Veltria Advisors Corp.

Updated today

Find your advisor

Client assets under management

$113,156,643

Clients

59% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$6,656,273

About

Veltria provides ongoing portfolio management, financial planning, and consulting services to high-net-worth and other individual clients. It manages approximately $113,156,643 in discretionary assets for a small client roster (17 clients) supported by a two-advisor team.

The firm documents each client’s goals, risk tolerance, and time horizon in an Investment Policy Statement and typically operates with discretionary trading authority, applying fundamental analysis and modern portfolio theory to asset allocation and security selection. Veltria predominantly recommends mutual funds and ETFs but may also utilize a broad set of instruments — including non-U.S. securities, hedge funds, private equity, real estate funds, options, and margin — and discloses the specific risks associated with those strategies.

Veltria is organized under Inteligo Group, Corp. and is affiliated with Inteligo Bank Ltd., which the brochure discloses will refer clients and may serve as a sub-adviser to shared clients, reflecting an uncommon banking affiliation for firms in this category. The brochure’s detailed discussion of non-U.S. securities and related risks underscores a cross-border investment exposure and client activity that is less typical among supported firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Real estate investing Concentrated stock management Options & derivatives strategies Private / alternative investments

Fee options

Other

Minimum fee: Typically between $36,000 and $48,000 per year, up to 1% of assets under management, negotiated case-by-case Fee-only: Fixed financial planning and consulting fees typically between $36,000 and $48,000 per year, negotiated case-by-case

Main office location

Veltria Advisors Corp.

801 Brickell Ave, Suite 2320

Miami FL 33131, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

(305) 318-7172

Advisors at this firm

Alex S

Series 63, Series 65

Miami, FL

Veltria Advisors Corp.

Alex Silberwasser Bacal is a financial advisor at Veltria Advisors Corp. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been working with ASB Consultores, LLC since 2014. In addition to his advisory role, he serves as a member and secretary of an investment committee, conducting macro and asset allocation analysis, due diligence, and managing risk and compliance procedures. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals, as well as individual and institutional clients. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing a diverse range of investment instruments and offering discretionary management with regular portfolio reviews.

Annuities Real estate investing Concentrated stock management Options & derivatives strategies Private / alternative investments

Rafael G

Series 65, Series 66

Miami, FL

Veltria Advisors Corp.

Rafael Garcia is a financial advisor at Veltria Advisors Corp. in Miami, FL, holding Series 65 and Series 66 licenses. He has experience with Inteligo USA and the Tuck School of Business at Dartmouth, among other roles. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals, utilizing a combination of fundamental analysis and modern portfolio theory. The firm offers discretionary management with regular portfolio reviews and serves both individual and institutional clients.

Annuities Real estate investing Concentrated stock management Options & derivatives strategies Private / alternative investments

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support