Be advised. This firm is no longer registered.

Vellum Financial, LLC

Vellum Financial, LLC (CRD# 149909) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $158,340,717 in 830 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $190,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MA, MI, NE, NH, NJ, NY, OR, TX, WA

Financial Advisors at Vellum Financial, LLC
No Advisor Found.
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