RIA Intel›Advisers›California›VELA CONSULTING, LLC

VELA CONSULTING, LLC

Advisory

CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA

#3,526

of 5,480 advisers by AUM

Average account

$190K

across 248 accounts

AUM per adviser

$12M

4 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

53 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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