$47.1M Total AUM
$47.1M Disc. AUM
-- 3Y CAGR
4 Employees
53 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-27-2019
- Office Locations
- 1
Office Locations
-- Yorba Linda CA
About Vela Consulting, LLC
Vela Consulting, LLC is a Yorba Linda-based RIA. The firm has been operating for 7 years. Managing $47.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
38 AVG AGE
$11.8M AVG AUM / ADVISOR
$887.9K AVG AUM / CLIENT
7.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL JAY CONARD
Chief Compliance Officer, Manager
- CRD
- #5952626
- Ownership
- 50% but less than 75%
Available
Available
Available
JOSIAH D. JENNINGS
Manager
- CRD
- #6031164
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
WILLIAM NICHOLAS PUGH
Investor Relations Associate
- CRD
- #4855771
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,056,554 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,056,554 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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