Veltria Advisors Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Veltria provides ongoing portfolio management, financial planning, and consulting services to high-net-worth and other individual clients. It manages approximately $113,156,643 in discretionary assets for a small client roster (17 clients) supported by a two-advisor team.
The firm documents each client’s goals, risk tolerance, and time horizon in an Investment Policy Statement and typically operates with discretionary trading authority, applying fundamental analysis and modern portfolio theory to asset allocation and security selection. Veltria predominantly recommends mutual funds and ETFs but may also utilize a broad set of instruments — including non-U.S. securities, hedge funds, private equity, real estate funds, options, and margin — and discloses the specific risks associated with those strategies.
Veltria is organized under Inteligo Group, Corp. and is affiliated with Inteligo Bank Ltd., which the brochure discloses will refer clients and may serve as a sub-adviser to shared clients, reflecting an uncommon banking affiliation for firms in this category. The brochure’s detailed discussion of non-U.S. securities and related risks underscores a cross-border investment exposure and client activity that is less typical among supported firms.
Client services
Expertise
Fee options
Minimum fee: Typically between $36,000 and $48,000 per year, up to 1% of assets under management, negotiated case-by-case Fee-only: Fixed financial planning and consulting fees typically between $36,000 and $48,000 per year, negotiated case-by-case
Main office
801 Brickell Ave, Suite 2320
Miami FL 33131
Advisors at this office
3
Most active in
Florida
Also doing business as
Asb Consultores, LLC · Veltria Advisors Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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.
Advisors at this firm
Alex S
Series 63, Series 65
Miami, FL
Veltria Advisors Corp.
Alex Silberwasser Bacal is a financial advisor with Veltria Advisors Corp. based in Miami, FL. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with ASB Consultores, LLC since 2014. Additionally, he serves as secretary of an investment committee, participating in asset allocation analysis, due diligence, and risk management. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals. The firm uses fundamental analysis and modern portfolio theory to guide discretionary asset allocation and invests in a diverse range of instruments including mutual funds, ETFs, and alternative assets, with a notable focus on cross-border investment exposure.
Rafael G
Series 65, Series 66
Miami, FL
Veltria Advisors Corp.
Rafael Garcia is a financial advisor at Veltria Advisors Corp. in Miami, FL, holding Series 65 and Series 66 licenses with one year of industry experience. His prior roles include positions at Inteligo USA, the Tuck School of Business at Dartmouth, and the Allie Family Office. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services to high-net-worth and individual clients, managing over $113 million in discretionary assets. The firm employs fundamental analysis and modern portfolio theory, offering a range of investment instruments with a notable affiliation to Inteligo Bank Ltd. that supports cross-border investment activities.
Martin B
Series 65
Miami, FL
Veltria Advisors Corp.
Martin Braverman is a financial advisor at Veltria Advisors Corp. with a Series 65 credential and one year of industry experience. His prior roles include positions at Bramshill Investments LLC and JPMorgan Chase & Co., as well as experience outside finance with Royal Palm Polo and teaching roles at New York University and American Heritage Schools. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals. The firm employs fundamental analysis and modern portfolio theory, managing discretionary assets with a focus on mutual funds, ETFs, and a variety of other investment instruments, including non-U.S. securities and alternative investments.
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