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 is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), corporations, trusts, and retirement plans, managing roughly $47 million across about 53 client relationships. Services include customized investment management, selection and oversight of third‑party managers, and fixed-fee or project-based financial planning engagements. The firm’s investment process is grounded in Modern Portfolio Theory, emphasizing broad asset-class diversification, long-term buy-and-hold allocations, and periodic rebalancing tailored to each client’s objectives, tax situation, and risk tolerance. Vela may allocate client assets to third‑party managers, private funds, and private placement investments when appropriate, with suitability and accredited‑investor considerations noted in its disclosures. Vela’s principals have significant outside business activities that distinguish the firm: they are involved in a real‑estate services company and a private‑fund advisory vehicle, and the brochure discloses they dedicate material portions of their time (approximately 35–40%) to those ventures. Those affiliations, along with the firm’s use of private funds and private placements and a disclosed FINRA proceeding involving a firm member’s prior conduct at an unaffiliated broker‑dealer, are identified in the brochure as potential conflicts that the firm says it addresses through disclosure and internal policies.

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.