{"url":"https://nivawealth.com/firms/veltria-advisors-189514","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/189514","regulatoryAum":113156643,"crd":"189514","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8266485","suffix":null,"lastName":"Braverman","firstName":"Martin","middleName":null},{"crd":"8140015","suffix":null,"lastName":"Garcia","firstName":"Rafael","middleName":null},{"crd":"4739831","suffix":null,"lastName":"SILBERWASSER BACAL","firstName":"ALEX","middleName":"ABRAHAM"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-16","regulatoryAum":652294905,"clients":6,"employees":1,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":701828183,"clients":6,"employees":1,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":632001625,"clients":6,"employees":1,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":745740194,"clients":6,"employees":1,"offices":1},{"filedOn":"2025-07-15","regulatoryAum":900591450,"clients":7,"employees":1,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":113156643,"clients":17,"employees":6,"offices":1}],"secFileNumber":"801-114028","legalName":"Veltria Advisors Corp.","displayName":"Veltria Advisors","slug":"veltria-advisors-189514","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"801 Brickell Ave, Suite 2320","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33131"},"tradeNames":[],"registration":{"secApproved":"27 September 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":6656273.117647059,"staff":{"employees":6,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":113156643,"discretionary":113156643,"discretionaryAccounts":17,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":75,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":7,"regulatoryAum":3169683},{"label":"High-net-worth individuals","clients":10,"regulatoryAum":109986960}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"A fixed retainer is typically $36,000 to $48,000 a year, up to 1% of assets under management, negotiated case by case and billed quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032721","versionId":1032721,"submittedOn":"2026-03-30","documentName":"VELTRIA PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T07:13:31.639413+00:00","documents":[{"name":"VELTRIA PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032721","versionId":1032721,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"Miami, FL","smaAssets":42032930},{"name":"J.P. 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They include 10 high-net-worth individuals and 7 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Veltria Advisors offer?","answer":"Veltria Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Veltria Advisors use?","answer":"Veltria Advisors’ separately managed account assets are held at Morgan Stanley Smith Barney LLC (Miami, FL), with $42M, Citigroup Global Markets Inc. (Miami, FL), with $22M, J.P. Morgan Securities LLC (Miami, FL), with $21M and Stonex Financial Inc. (Miami, FL), with $14.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Veltria Advisors have?","answer":"Veltria Advisors has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Veltria Advisors invest in?","answer":"At the end of its last fiscal year, Veltria Advisors’ separately managed accounts held 52% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 14% investment grade corporate bonds, 11% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Veltria Advisors?","answer":"Veltria Advisors is owned through a holding company by Intercorp Financial Services Inc. Its direct owner is Inteligo Group, Corp. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Veltria Advisors get paid?","answer":"Veltria Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Veltria Advisors?","answer":"Veltria Advisors’ main office is at 801 Brickell Ave, Suite 2320, Miami, FL 33131. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}