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Velorum Wealth Management

EST. AUM
$580,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website velorumwealthmanagement.com
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Overview

Velorum Wealth Management is an independent advisory practice that provides comprehensive financial planning and investment management services. The firm specializes in serving business owners, executives, and multigenerational families, offering personalized strategies designed to support long-term financial goals. Velorum operates as a boutique firm with a focus on delivering high-touch client service and customized wealth solutions.

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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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