V
Velbridge Wealth Advisors LLC
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 1 employees
Firm type
Independent
1 advisor with up to 2 employees
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
Velbridge Wealth Advisors LLC provides investment management, financial planning, hourly and project-based consulting, ongoing retainer arrangements, pension consulting, and educational seminars. The firm states it serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and reports a modest level of assets under management.
The firm describes a customized, long-term investment approach using fundamental analysis and asset allocation tailored to clients’ goals, time horizon, and risk tolerance, with accounts reviewed at least quarterly and discretionary management available when authorized. Velbridge also uses digital media and content platforms for general educational purposes, separate from personalized advice.
Velbridge is notable for multiple outside business activities disclosed in its brochure: an affiliated insurance agency through which insurance products may be offered for separate compensation, a real estate services company, and a private investigation/security business, as well as an affiliated media entity that produces digital content. The firm’s principal has held registered representative and broker/associate broker roles in the past, and the brochure discloses the potential for commission-based compensation or referrals from those affiliated businesses while stating that such relationships are disclosed and that clients are under no obligation to use them.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Flat or project-based fees for certain financial planning and consulting engagements, agreed upon in advance
$1 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $25,000,000: 0.75% $25,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%
Hourly consulting fees generally range from $300 to $800 per hour, billed in 15-minute increments; rates may vary based on scope, complexity, urgency, or client-specific factors
Ongoing retainer arrangements for continuous advisory access; terms and amounts determined on a case-by-case basis
Account minimum: $500,000 Minimum fee: Minimum annual fee determined on a client-by-client basis and disclosed in advisory agreement; minimum fees may be waived or negotiated Fee-only: All fees are fee-only with no commissions charged by Velbridge Wealth Advisors, LLC
Main office location
Velbridge Wealth Advisors LLC
White Plains NY, United States
Number of offices
1
Most active in
Velbridge Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Forms ADV
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