RIA Intel›Advisers›Washington›VELTRA LLC

VELTRA LLC

Advisory

SEATTLE, WA

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

Average account
$318K
across 18 accounts
AUM per adviser
$6M
1 adviser

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

Total AUM
$6M
Discretionary %
100%
Clients
18
Employees
1

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$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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ABACUS FINANCIAL PLANNING, LLC
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JAR.AI LLC
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