Data / Investment advisers / Florida / Velaris Wealth Management
Velaris Wealth Management, Orlando, FL: $129 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Velaris Wealth Management is an SEC registered investment adviser with its main office in Orlando, Florida and reports $129 million in regulatory assets under management in its Form ADV filed September 4, 2026. Its clients include pooled investment vehicles, high net worth individuals and individuals. It is paid through a percentage of assets under management and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 340592
- SEC file number
- 801-135459
- SEC status
- Approved, effective March 3, 2026
- Legal name
- Isf Global Capital Inc.
- Main office
- 7981 Waterfield Avenue, Orlando, FL 32832
- Phone
- (786) 657-1584
- Website
- velaris.global
- Regulatory AUM
- $128,708,258 in the Form ADV filed September 4, 2026
- Discretionary AUM
- $128,708,258
- Accounts
- 112
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, subscription fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $77.5 million |
| High net worth individuals | 27 | $33.8 million |
| Individuals (other than high net worth individuals) | 69 | $17.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $128.7 million | June 5, 2026 |
| April 1, 2026 | Not listed | February 5, 2026 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Yandell Investments, LLC | Orlando | $171 million | Not listed | adviserinfo.sec.gov |
| Burgess Chambers & Associates Inc | Orlando | $165.9 million | Not listed | adviserinfo.sec.gov |
| Fund Advisors of America Inc | Orlando | $149.4 million | Not listed | adviserinfo.sec.gov |
| Sparrow Wealth Management | Orlando | $135.2 million | Not listed | adviserinfo.sec.gov |
| Tripletail Wealth Management | Orlando | $132.1 million | Not listed | adviserinfo.sec.gov |
| RM Adviser, LLC | Orlando | $128.3 million | Not listed | adviserinfo.sec.gov |
| Centrus Financial Strategies | Orlando | $125.1 million | Not listed | adviserinfo.sec.gov |
| Wisdom Planning Group | Orlando | $112.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Velaris Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.