V
$113.2M Total AUM
$113.2M Disc. AUM
-43.6% 3Y CAGR
6 Employees
17 ADV. Clients
10 yrs Firm Age
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- Custodian
- Citibank · JP Morgan · Morgan Stanley · Stonex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2015
- Office Locations
- 1
Office Locations
801 Brickell AVE Suite 2320 Miami FL
About Veltria Advisors Corp.
Veltria Advisors Corp. is a Miami-based RIA. The firm has been operating for 10 years. Managing $113.2M in total assets under management, with 2 advisory representatives. They custody assets with Citibank and JP Morgan.
Team overview
-- AVG AGE
$56.6M AVG AUM / ADVISOR
$6.7M AVG AUM / CLIENT
5.9 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
A
ALEX ABRAHAM SILBERWASSER BACAL
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4739831
- Ownership
- Less than 5%
Available
Available
Available
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Rafael Garcia
Vice President
- CRD
- #8140015
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,156,643 | $6,656,273 |
| Non-Discretionary | $0 | -- |
| Total | $113,156,643 | $6,656,273 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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