Peter David Levine
President/Ceo/CcoVelara Wealth Management Inc.CRD 4022345
About Peter David Levine
Peter David Levine is listed as President/Ceo/Cco at Velara Wealth Management Inc. in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Velara Wealth Management Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Peter David Levine work?
Peter David Levine is listed as President/Ceo/Cco at Velara Wealth Management Inc. on SEC Form ADV.
How much of Velara Wealth Management Inc. does Peter David Levine own?
Form ADV reports a beneficial ownership band of Over 75%.
Velara Wealth Management Inc.
| Title | President/Ceo/Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |