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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $195,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Vela Consulting, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Conard, financial advisor Laguna Beach CA
Daniel J. Conard
CRD#: 5952626
Laguna Beach, CA

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.

2
Josiah Jennings, financial advisor Laguna Beach CA
Josiah D. Jennings
CRD#: 6031164
Laguna Beach, CA

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.

3
William Pugh, financial advisor Laguna Beach CA
William N. Pugh
CRD#: 4855771
Laguna Beach, CA

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.

4
Aaron Kaplan, financial advisor Laguna Beach CA
Aaron M. Kaplan
CRD#: 7403070
Laguna Beach, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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