Velara Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Velara Wealth Management provides discretionary asset management, pension consulting for qualified retirement plans (acting as a 3(21) or 3(38) fiduciary), and financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. Its offerings cover ongoing portfolio management, ERISA plan services, and both full financial plans and topic‑specific consulting engagements.
The firm describes an investment process that blends fundamental and technical analysis, Modern Portfolio Theory, and both long‑ and short‑term strategies, and it may employ options, derivatives, and margin/borrowing in managed accounts. Velara operates with discretionary trading authority, allows clients to impose written investment restrictions, and conducts periodic account reviews (quarterly or more frequently as needed).
Noteworthy details in the brochure include explicit ERISA pension consulting services and a financial planning fee schedule that includes both hourly and fixed fees—features that are relatively uncommon among firms in this regulatory category. The brochure also discloses the potential use of borrowing and derivatives in client accounts, does not identify any private‑fund advisory activities, and reports no assets under management at this filing, factors prospective clients may consider when assessing the firm’s scale and capabilities.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $950 to $30,000
$0 - $10,000,000: 1.65% annually $10,000,001+: 1.25% annually
$250 per hour for financial planning services
Account minimum: $500,000
Main office
481 8th Avenue, Suite 1130
New York NY 10001
Advisors at this office
1
Most active in
California · Georgia · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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