Investment adviser · CRD 342735

VELARA WEALTH MANAGEMENT INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 25, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

481 8TH AVENUE, SUITE 1130
NEW YORK, NY, 10001, United States

CRD 342735

Filing source

Form ADV 2115595 · Jun 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.