Vela Wealth Management

Finance · Oklahoma, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

6060 S American Plaza St E Ste 350, Tuls...

Phone Number

(918) 727-7779

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Vela Wealth Management

Vela Wealth Management is a financial advisory firm based in Tulsa, Oklahoma, dedicated to helping clients achieve their financial goals through personalized investment strategies. The firm emphasizes the importance of building lasting relationships and providing tailored financial plans to instill confidence in clients' investment choices. They offer a range of investment and insurance products, leveraging the expertise of a recognized financial services company. Their services are primarily intended for residents in specific U.S. states, ensuring compliance with regulatory requirements.Explore more
Popular SearchesVela Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Vela Wealth Management Org Chart

PhoneEmail
PT
United States flag for contact location.

Client Services Associate

PhoneEmail
TH
United States flag for contact location.

Senior Registered Account Administrator

PhoneEmail
ZM
United States flag for contact location.

Marketing Associate

PhoneEmail
HR
United States flag for contact location.

Client Associate

PhoneEmail
WM
United States flag for contact location.

Partner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
NS
United States flag for contact location.

Partner

PhoneEmail
DO
United States flag for contact location.

Financial Advisor

PhoneEmail
ME
United States flag for contact location.

Financial Advisor

PhoneEmail
TB
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Vela Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Vela Wealth Management

Compare insights from companies similar to Vela Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vela Wealth Management

<$5M
11-50
Private
-
-
PT
Patricia TaylorClient Services Associate
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
MN
Michael NiewiadomskiCertified Financial Planner & Wealth Associate
<$5M
11-50
Private
-
-
MA
Michael AndersonManaging Director, Investments
<$5M
11-50
Private
-
-
AK
Addie KuehlDirector, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vela Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vela Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vela Wealth Management.

Vela Wealth Management Tech Stack

A closer look at the technologies used by Vela Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Vela Wealth Management

What is Vela Wealth Management's official website?
Vela Wealth Management's official website is www.velawm.com
What is Vela Wealth Management's Revenue?
Vela Wealth Management's revenue is <$5 Million
What is Vela Wealth Management's SIC code?
Vela Wealth Management's SIC: 62,628
What is Vela Wealth Management's NAICS code?
Vela Wealth Management's NAICS: 52,523
How many employees does Vela Wealth Management have?
Vela Wealth Management has 11-50 employees
What industry does Vela Wealth Management belong to?
Vela Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Vela Wealth Management competition?
Vela Wealth Management top competitors include: Magis Financial Advisors, Coastal Financial Strategies Group, Red River Financial, Werth Weil Wealth
What technology does Vela Wealth Management use?
Some of the popular technologies that Vela Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Google Tag Manager
How do I contact Vela Wealth Management?
Vela Wealth Management contact info: Phone number: (918) 727-7779 Website: www.velawm.com
What does Vela Wealth Management do?

Vela Wealth Management is a financial advisory firm based in Tulsa, Oklahoma, dedicated to helping clients achieve their financial goals through personalized investment strategies. The firm emphasizes the importance of building lasting relationships and providing tailored financial plans to instill confidence in clients' investment choices. They of... fer a range of investment and insurance products, leveraging the expertise of a recognized financial services company. Their services are primarily intended for residents in specific U.S. states, ensuring compliance with regulatory requirements.Read More

Is Vela Wealth Management a public company?
Vela Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Vela Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.