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Velaris Wealth Management

EST. AUM
$128,708,258

CONTACTS

CLIENT ACCOUNTS
112

Firm Details

Metro area Orlando
CRD Number 340592
Website velaris.global
Client types

Overview

Velaris Wealth Management is a registered investment adviser based in Orlando, Florida. The firm act as a fiduciary global wealth manager serving families and companies, with particular messaging aimed at Brazilian clients seeking international wealth management. The firm provides discretionary investment management to retail investors, and that financial planning is generally included alongside portfolio management rather than offered on a standalone basis. The investment approach of the firm emphasizes evidence-based investing, global diversification, low-cost vehicles, and fee-based advice without product commissions.

Platform Details

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Alternative Activity

Address

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

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