Veltra Capital

RIASEC Registered
Total AUM
$5.7M
Discretionary
$5.7M
100% of AUM
Avg account
$318K
Accounts
18
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Maria Travieso

    Maria Travieso

    Investment Advisor RepresentativeCRD 6990558

  • Oscar Velutini

    OwnerCRD 7717869

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth