Veltria Advisors Corp.
- Regulatory AUM
- $113M
- Discretionary
- $113M
- Clients
- 17
- Avg AUM / client
- $6.7M
- Accounts
- 17
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $3.2M | 2.8% |
| High net worth individuals | 10 | $110M | 97.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alex Abraham Silberwasser Bacal | Consultant, Owner, Cco | Jun 2014 (12y) | 75% or more | |
| Rafael Garcia | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Merrill Lynch $172M (19% of AUM) Jul 2025
- Morgan Stanley $42.0M (37% of AUM) Mar 2026
- Citigroup Global Markets Inc. $22.0M (19% of AUM) Mar 2026
- J.P. Morgan $21.0M (19% of AUM) Mar 2026
- Goldman Sachs $17.6M (2% of AUM) Jul 2025
- Stonex Financial Inc. $14.2M (13% of AUM) Mar 2026
- UBS $11.4M (14% of AUM) Aug 2025
- Pershing $11.0M (1% of AUM) Mar 2024
- Charles Schwab & Co. $3.5M (0% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗