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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-23-2024
- Office Locations
- 1
Office Locations
About Velaga Advisors
Velaga Advisors is an independent, fee-only fiduciary RIA providing investment management and holistic financial planning, including tax strategy integration. The firm builds customized, strategic asset-allocation portfolios across public and private investments, targeting client-specific risk, return, and liquidity goals for individuals, business owners, and entrepreneurs. Offers technology-enabled digital onboarding and a client portal; custody via Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KRISHNA PRASAD VELAGA
Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #7833799
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kalyan Cherukuri
--
- CRD
- #8042567
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,867,320 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,867,320 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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