# Velara Wealth Management INC.: applying for SEC registration, $59M AUM, New York, NY

**Score:** 40/100

| Field | Value |
|---|---|
| Firm | Velara Wealth Management INC. |
| Legal name | Velara Wealth Management INC. |
| CRD | 342735 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-07-09 |
| Latest Form ADV filing | 2026-10-19 |
| Location | New York, NY, United States |
| Regulatory AUM | $58,500,000 |
| Accounts | 223 |
| Employees | 1 |
| Website | https://velarawealth.com/ |

## Why this score
- Still in the approval window: vendors not yet chosen.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/342735). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.
