Tech stack
No one at Veltria Advisors Corp. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · $1.0B held · filed Mar 2024
Morgan Stanley
Per Form ADV · $219M held · filed Mar 2024
Goldman Sachs
Per Form ADV · $204M held · filed Mar 2024
Merrill
Per Form ADV · $193M held · filed Mar 2024
UBS
Per Form ADV · $11M held · filed Mar 2024
Pershing
Per Form ADV · $11M held · filed Mar 2024
Schwab
Per Form ADV · $3M held · filed Mar 2024