This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.4 fund_share=0.6 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$129MItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$129M

Private client RAUM

$51.2MderivedItem 5.D individuals plus high net worth individuals

Private client share

40%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$42.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

112

Individual clients

69

High net worth clients

27

SEC number

801-135459

CRD

340592

Filings on the tape

3

First filed

Feb 5, 2026

Latest filed

Sep 4, 2026

Organised

Corporation, FL

Website

velaris.global

• Occurred

  Apr 21, 2026
  Team lift-out

  2 advisors left Brasil Plural Investment Advisor LLC (Miami, FL) for Velaris Wealth Management within 8 days

  Form ADVobserved 6 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d495fe6d-4c4c-31b6-9f7a-58eee35fed68

First observed

Feb 5, 2026

Last observed

Sep 4, 2026 17 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.