A complete list of active advisors currently associated with Vela Consulting, LLC
Warmer can help you find a great advisor at Vela Consulting, LLC or one who fits your needs even better.
Vela Consulting provides discretionary portfolio management, financial planning, and access to third‑party investment managers for a client base concentrated in high‑net‑worth individuals, trusts, corporations, and retirement plans rather than mass‑market retail investors. Services include ongoing account management tailored through client profile information and implementation support for recommended strategies, including insurance products and private placements where appropriate. The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold philosophy with periodic rebalancing and broad diversification across and within asset classes; portfolios are customized to clients’ objectives, tax situations, risk tolerance, and liquidity needs. Vela also selects and monitors third‑party managers and may allocate client assets to private funds or private placement opportunities, with disclosure of the greater illiquidity and risk associated with those investments. What distinguishes Vela from many peers is the principals’ active roles outside the advisory firm: they manage Oak Quarry Management, a private‑fund exempt reporting adviser, and Two Plots, LLC, a real‑estate development and management vehicle, devoting substantial portions of their time (approximately 40% and 35%, respectively) to those activities. Those affiliations mean the firm acts as a fund sponsor/syndicator and maintains real‑estate related business interests that are disclosed and managed as potential conflicts of interest, and contribute to a relatively small, HNW‑focused client roster.
To learn more about the advisors currently working at Vela Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Yorba Linda, CA
| 14
| |
Yorba Linda, CA
| 14
| |
Yorba Linda, CA
| 4
| |
Yorba Linda, CA
| 21
|
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