Skip to the page

Data / Investment advisers / Florida / Veltria Advisors Corp.

Veltria Advisors Corp., Miami, FL: $113 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Veltria Advisors Corp. is an SEC registered investment adviser with its main office in Miami, Florida and reports $113 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.

The request: Watch Veltria Advisors Corp. (CRD number 189514): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
189514
SEC file number
801-114028
SEC status
Approved, effective September 27, 2018
Main office
801 Brickell Ave Suite 2320, Miami, FL 33131
Phone
(305) 318-7172
Regulatory AUM
$113,156,643 in the Form ADV filed March 30, 2026
Discretionary AUM
$113,156,643
Accounts
17
Employees
6, of which 2 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 30, 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 typeClientsAUM
High net worth individuals10$110 million
Individuals (other than high net worth individuals)7$3.2 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 ofAUMForm ADV filed
April 1, 2026$113.2 millionMarch 30, 2026
December 1, 2025$82.5 millionAugust 25, 2025

Other advisers in Miami

AdviserCityAUMPrivate fundsSource
ArbalphaMiami$121.6 millionNot listedadviserinfo.sec.gov
Davivienda AdvisorsMiami$120.2 millionNot listedadviserinfo.sec.gov
Pinetree Advisors Corp.Miami$120 million1adviserinfo.sec.gov
Sulzberger Capital Advisors, Inc.Miami$117.1 millionNot listedadviserinfo.sec.gov
Uyana Partners LLCMiami$115 millionNot listedadviserinfo.sec.gov
GoiMiami$111.3 millionNot listedadviserinfo.sec.gov
Stonex International Advisors IncMiami$106.7 millionNot listedadviserinfo.sec.gov
Clout CapitalMiami$105 millionNot listedadviserinfo.sec.gov

Also on SpecStream

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.