Vela Consulting, LLC
Vela Consulting, LLC (CRD# 304085) is a financial advisory firm headquartered in , . They manage $46,090,000 in 236 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management46MILLION
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Total Number of Accounts236ACCOUNTS
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Average Account Value$195,297
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, WA
Daniel Conard (CRD# 5952626) is an Investment Advisor Representative working at Vela Consulting, LLC in Laguna Beach, CA and has over 12 years of experience in the finance industry.
Josiah Jennings (CRD# 6031164) is an Investment Advisor Representative working at Vela Consulting, LLC in Laguna Beach, CA and has over 12 years of experience in the finance industry.
William Pugh (CRD# 4855771) is an Investment Advisor Representative working at Vela Consulting, LLC in Laguna Beach, CA and has over 19 years of experience in the finance industry.
Aaron Kaplan (CRD# 7403070) is an Investment Advisor Representative working at Vela Consulting, LLC in Laguna Beach, CA and has over 4 years of experience in the finance industry.