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| Veltria Advisors Corp
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|---|---|
| CRD # | 189514 |
| SEC # | 801-114028 |
| CIK # | 0001941369 |
| AUM | 113.2 M (2026-03-30) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 305-318-7172 |
| Address | 801 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.7 | ||
| GE Vernova Inc | 0.6 | ||
| Amazon Com Inc | 0.5 | ||
| GS Acquisition Holdings Corp | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Netflix Inc | 0.4 | ||
| iShares Bitcoin Trust | 0.4 | ||
| Broadcom Inc | 0.3 | ||
| Graniteshares Gold Trust | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 3.2 |
| (b) Individuals (high net worth individuals) | 10 | 110.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 113.2 |
| By Discretionary | ||
| Discretionary | 17 | 113.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 113.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 84.9 | |
| United States Persons | 28.3 | |
| Total | 17 | 113.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001941369] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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✚
|
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|
Oxford Planning Group LLC
✚
|
MD | 112.9 M |
|
Delgado Wealth Management LLC
✚
|
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