Veltria Advisors Corp.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 189514
- Registered since
- September 27, 2018
- Custodians
- MORGAN STANLEY & CO. LLC, CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES INC., STONEX FINANCIAL INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.2%
- Individuals2.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Veltria Advisors Corp. is an independent, SEC-registered registered investment adviser that began SEC registration in 2018. Ownership is reported as a combination of an individual and a foreign entity. The firm acts as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model includes both a percentage-of-AUM component and fixed fees. Veltria is not classified as an active ESG investor and does not present itself 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 Equities52%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Contacts
2 of 2
Rafael Garcia
Vice PresidentCRD 8140015
Alex Silberwasser Bacal
OwnerCRD 4739831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$27.7M in ETFs
93%
$25.8M
7%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.5M | 7,347 | 19.82% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 801 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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