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VELARIS WEALTH MANAGEMENT
ISF GLOBAL CAPITAL INC.
CRD 340592 · SEC 801-135459
7981 WATERFIELD AVENUE, ORLANDO, FL, 32832, United States
Phone
786-657-1584
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.7M
Discretionary AUM
$128.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Subscription fees
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $17.4M |
| High net worth individuals | 27 | $33.8M |
| Pooled investment vehicles | 13 | $77.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD