Velaris Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Velaris Wealth Management is an SEC‑registered advisory firm that provides discretionary investment management and associated financial planning to individuals, high‑net‑worth individuals, family offices, and trusts. Separately from its advisory relationships, the firm offers a subscription‑based investment education service that grants non‑clients access to recorded videos on investing and financial topics.
The firm generally constructs client portfolios around passive vehicles—primarily ETFs, including ETFs tied to cryptocurrency‑related assets—while also using equities, fixed income and alternative/private investments when considered suitable. Velaris describes a client‑customized, primarily long‑term approach that incorporates each client’s financial situation, tax considerations and risk profile, and notes it may use margin or shorter‑term trades where appropriate.
Velaris’ stand‑alone subscription education offering, provided as general recorded content for non‑clients rather than tailored advice, is a notable deviation from the typical services of many investment managers. The firm is newly registered and reported no assets under management at filing, operates with a small advisory team, and documents institutional custody and execution arrangements (including a custodial option noted for Brazilian clients), which together create an atypical profile for firms in this category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Passive / index investing
Private / alternative investments
General retirement planning
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $6,000,000: 0.80% $6,000,001 - $8,000,000: 0.70% $8,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$800 annually for initial subscription, $300 annual renewal fee
Main office location
Velaris Wealth Management
7981 Waterfield Avenue
Orlando FL 32832, United States
Number of offices
1
Most active in
Velaris Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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