Vela Investment Management, LLC
Vela Investment Management, LLC is an SEC-registered wealth manager in New Albany, OH with $562.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Vela Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306678, SEC 801-119022, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $562.9M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- New Albany, OH
- Employees
- 29
- Clients
- 178
- CRD
- 306678
- Ownership
- JOB, JASON, RICHARD; WESOLEK, LISA, MARIE; SHARPE, ROBERT, CRAIG; MCCONNELL, JULIA, ANNE; Hilderbrand, Brian
How much AUM does Vela Investment Management, LLC have?
Vela Investment Management, LLC reported $562.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Vela Investment Management, LLC?
Disclosed owners and executives of Vela Investment Management, LLC include JOB, JASON, RICHARD, WESOLEK, LISA, MARIE, SHARPE, ROBERT, CRAIG, MCCONNELL, JULIA, ANNE, Hilderbrand, Brian. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.