Alex Silberwasser Bacal
Veltria Advisors · Miami, Florida
Alex Silberwasser Bacal is a fee-only financial advisor at Veltria Advisors in Miami, Florida. Veltria Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Veltria Advisors |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $113.2M across 17 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4739831 |
| Exams passed | Series 63 (2004) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Alex's firm compares
- Veltria Advisors's average account is about $6.7 million, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Alex
Is Alex Silberwasser Bacal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Veltria Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Veltria Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alex Silberwasser Bacal based?
Alex Silberwasser Bacal is based in Miami, Florida.
Is Alex Silberwasser Bacal registered with the SEC?
Yes. Alex Silberwasser Bacal is registered as an investment adviser representative in FL (CRD 4739831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veltria Advisors manage?
Veltria Advisors reports $113.2M across 17 accounts in assets under management.
How do I contact Alex Silberwasser Bacal?
Contact details aren't on file yet. Search for Veltria Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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