Velaris Wealth Management

Overview

Velaris Wealth Management is an independent, owner-operated registered investment adviser organized as a corporation. The firm is SEC-registered as of 2026 and serves both high-net-worth individuals and families as well as institutional clients. Its revenue model combines a percentage-of-AUM fee schedule with subscription fees. Advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. The firm also runs educational seminars and workshops. Velaris does not identify as an ESG-focused investor and is not structured as a capital allocator; its filing does not describe pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices