Velaris Wealth Management
Velaris Wealth Management is an SEC-registered wealth manager in Orlando, FL with $128.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Velaris Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340592, SEC 801-135459, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $128.7M (2026-06-05)
- Firm type
- Wealth Manager
- Location
- Orlando, FL
- Employees
- 4
- Clients
- 109
- CRD
- 340592
- Ownership
- FABIAN, CHRISTY, JEAN; Bochnia Stapff, Daniel
How much AUM does Velaris Wealth Management have?
Velaris Wealth Management reported $128.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Velaris Wealth Management?
Disclosed owners and executives of Velaris Wealth Management include FABIAN, CHRISTY, JEAN, Bochnia Stapff, Daniel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.