Velara Wealth Management Inc.
CRD 342735SEC# 801-136680New York, NY
No longer SEC-registered. Velara Wealth Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
1
Accounts
—
Location
New York, NY
Velara Wealth Management Inc. assets under management
Velara Wealth Management Inc. is a registered investment adviser overseen by the SEC based in New York, NY. It employs 1 people.
Velara Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter David Levine Control | President/Ceo/Cco | Over 75% | 2026 |
Frequently asked questions
How many employees does Velara Wealth Management Inc. have?
Velara Wealth Management Inc. reports 1 employees.
Where is Velara Wealth Management Inc. located?
Velara Wealth Management Inc. is based in New York, NY.
Does Velara Wealth Management Inc. disclose fund performance?
Velara Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 481 8th Avenue, Suite 1130, New York, NY 10001 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers