# Velara Wealth Management Inc.

> Velara Wealth Management Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 342735
- Filed as: VELARA WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342735
- AdvisorCensus page: https://advisorcensus.com/firm/velara-wealth-management-inc-new-york-ny-342735

## Quick answers

**How is Velara Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Velara Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Velara Wealth Management Inc. charge?**
Its Form ADV Part 2A brochure dated June 8, 2026 states: Hourly rate: $250 an hour (Financial Planning Services); Flat fee: $950 to $30,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Velara Wealth Management Inc. located?**
Velara Wealth Management Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Velara Wealth Management Inc. registered with the SEC or a state?**
Velara Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342735.

**How much does Velara Wealth Management Inc. manage?**
Velara Wealth Management Inc. reports $0 in regulatory assets under management in its Form ADV filing dated June 25, 2026.

**Does Velara Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342735

**What changed in Velara Wealth Management Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 8, 2026)

- Hourly rate: $250 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $250 per hour.

- Flat fee: $950 to $30,000 (Financial Planning Services)

> Financial Planning Services are offered based on a flat fee between $ 950 and $30,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [velarawealth.com](https://velarawealth.com)

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Velara Wealth Management Inc. (CRD 342735): Form ADV filing data as of October 2026.