Veltria Advisors Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 30, 2026, reports $113M in regulatory assets under management, 6 employees, and 17 accounts.
Assets Under Management
$113M
Employees
6
Offices
--
Total Clients
17
Primary office
MIAMI, FL
801 BRICKELL AVE, SUITE 2320, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
10
2
Individuals
41.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$113Mas of March 30, 2026
Discretionary100.0%
$113M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$113M
Total Accounts17
10Y AUM Change$-124M (-52.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee3:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.