Veltra Capital
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 312241
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI67.62%
- Individuals32.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Veltra Capital operates as a privately owned independent registered investment adviser organized as an LLC. The firm provides discretionary portfolio management to both individual and family clients as well as business and institutional clients, with stated advisory services targeting individuals/small businesses and broader businesses or institutions. Compensation is flexible: the firm charges percentage-of-AUM fees alongside fixed fees and can employ performance‑based fee arrangements. Veltra Capital is not identified as a capital allocator, does not position itself as an ESG investor, and is not designated as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Maria Travieso
Investment Advisor RepresentativeCRD 6990558
Oscar Velutini
OwnerCRD 7717869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 600 1st Ave
- Time zone
- PT (UTC-8)
- Office locations
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