President / Director · Velaris Wealth Management
Daniel Bochnia Stapff
CRD 6844857 · Named on Form ADV at one SEC-registered adviser
At a glance
Velaris Wealth Management, an SEC-registered private fund adviser based in Orlando, FL with $129 million in regulatory assets, lists Daniel Bochnia Stapff on its Form ADV as President / Director, a control person.
Firms and roles
- Velaris Wealth ManagementPresident / DirectorPrivate fund adviser · Orlando, FL · $129M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christy J. FabianChief Compliance Officer, Velaris Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.