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Velara Wealth Management Inc.

CRD 342735SEC# 801-136680New York, NY
Export (members)
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
NameTitleOwnershipSince
Peter David Levine ControlPresident/Ceo/CcoOver 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

Address481 8th Avenue, Suite 1130, New York, NY 10001
Office hoursBy Appointment
Discloses disciplinary historyNo