VELA Wealth Management
Financial Services
6060 S American Plaza St E
6 employees
- Employees
- 6
VELA Wealth Management Overview
- Headquarters
- 6060 S American Plaza St E
- Website
- www.velawm.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2022
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About VELA Wealth Management
It's natural-and wise-to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation's most recognized financial services companies. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional Guideline can be found on wfa.com/social. This information is intended for use only by residents of OK, TX, CA, CO, AR, MO, FL, NM, AZ, NC, GA, IA, OH, NV, SC, TN, MI, IL, SD, AL, CT, PA, LA, KS, ME, HI, NJ, WV, OR, NY, WY, WA, MS, ND, MN, MT William Minter, Partner, CA Insurance Lic. #0G38752 John Gero, Managing Partner, CA Insurance Lic. #4267981
VELA Wealth Management Contact Details
- People in AeroLeads
- 3
VELA Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Terri Havenstrite | Senior Registered Account Administrator | Tulsa, Oklahoma, United States |
View
|
| Zoe May | Marketing Associate at Vela Wealth | Edmond, Oklahoma, United States |
View
|
| Hudson Rucker | Client Associate at Vela Wealth | Boston, Massachusetts, United States |
View
|
Employees by Management Level
Associate / junior
2 profiles
Senior / Lead
1 profile
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