Velaga Advisors

RIAState Registered
Total AUM
$32M
Discretionary
$32M
100% of AUM
Avg account
$542K
Accounts
59
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
329122
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI98.64%
  • Individuals1.36%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Velaga Advisors is an independent registered investment adviser organized as an LLC and based in Texas. The firm is owner-operated and focuses on individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and the selection/oversight of third‑party advisers. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and it positions itself as a capital allocator—placing client capital with external managers when appropriate. Velaga does not identify as an active ESG investor and operates primarily within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 16%, Cash & Cash Equivalents 1%, Other 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents1%
  • Other1%

Owners & executives

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Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth