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VELTRIA ADVISORS CORP.

MIAMI, FL · CRD 189514 · IAPD ↗ · (305) 318-7172

$113.2MRegulatory AUM
2Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — VELTRIA ADVISORS CORP. reported RAUM up 37% ($82.5M -> $113.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — VELTRIA ADVISORS CORP. reported RAUM down 91% ($900.6M -> $82.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
43
August 2025 — VELTRIA ADVISORS CORP. filed an Item 4A succession naming ASB CONSULTORES, LLC (CRD 189514) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
58
August 2025 — ASB CONSULTORES, LLC is now doing business as VELTRIA ADVISORS CORP..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.