RIA Intel›Advisers›Texas›VELAGA ADVISORS LLC

VELAGA ADVISORS LLC

Advisory

TX

Data as of Jul 13, 2026 · Source: SEC Form ADV

Rank in TX
#2,071
of 2,813 advisers by AUM
Average account
$497K
across 48 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
10
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

KLE CONSULTING, LLC
DALLAS, TX
$24M
EARLS FINANCIAL LLC
$24M
HOYL WEALTH MANAGEMENT, LLC
AMARILLO, TX
$24M
WHITE RIVER CONSULTING LLC
$24M
AIM ADVISORY GROUP, LLC
LUBBOCK, TX
$24M
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
SUGAR LAND, TX
$24M
+48.8% 1Y

Get the full picture on VELAGA ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VELAGA ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans