Velara Wealth Management, Inc.

EST. AUM
$58,500,000

CONTACTS

CLIENT ACCOUNTS
223

Firm Details

Metro area New York City
CRD Number 342735
Website velarawealth.com
Client types

Overview

Velara Wealth Management is an independent wealth management and investment advisory firm providing customized investment management and comprehensive financial planning services to individuals, families, and high-net-worth clients. The firm develops personalized portfolio strategies, retirement plans, tax-efficient investment solutions, and long-term wealth preservation strategies while acting under a fiduciary standard of care.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Velara Wealth Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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