# Velaris Wealth Management

Velaris Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://velaris.com/

## Regulatory record

- **CRD number:** 340592
- **SEC file number:** 801-135459
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340592

## About

VELARIS WEALTH MANAGEMENT is an SEC-registered investment adviser in ORLANDO, FL, registered since 2026. The firm employs 4 employees and 3 investment advisers. It operates in the state of Florida.

## Questions

### How does Velaris source proprietary deal flow?

Multi-family offices like Velaris often source deals through their network of client families, direct relationships with private equity firms, and co-investment club memberships. No specific deal flow channels have been confirmed for this firm. (Altss estimate)

### What is Velaris's known posture on co-investments alongside external GPs?

Co-investment capability is a common feature of multi-family offices, enabling direct exposure alongside general partners. Whether Velaris actively does so has not been reported. (Altss estimate)

## Related profiles

- [Boden Wealth](https://altss.com/profile/boden-wealth)
- [Pathway Financial Solutions](https://altss.com/profile/pathway-financial-solutions-inc)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/velaris-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology