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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.

TitlePresident/Ceo/Cco
OwnershipOver 75%
Control personYes
Since2026