Francisco Anguita Veliz
Amauta · Alexandria, Virginia
Francisco Anguita Veliz is a fee-only financial advisor at Amauta in Alexandria, Virginia. Francisco charges a percentage of assets (2% a year on the first tier of assets managed and a $5,000 asset minimum).
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Facts
| Firm | Amauta |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 2% a year on the first tier of assets managed · A $5,000 asset minimum |
| Assets under management | $15.0M across 53 accounts |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 5347430 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.amautafinancial.com |
How Francisco's firm compares
- Amauta's average account is about $283,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Francisco
Is Francisco Anguita Veliz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francisco holds no broker registration, and Amauta reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francisco charge for financial advice?
Francisco charges a percentage of assets.
How much does Francisco charge?
According to Amauta's website, checked October 30, 2026: 2% a year on the first tier of assets managed; a $5,000 asset minimum.
Where is Francisco Anguita Veliz based?
Francisco Anguita Veliz is based in Alexandria, Virginia.
Is Francisco Anguita Veliz registered with the SEC?
Yes. Francisco Anguita Veliz is registered as an investment adviser representative in DC, MD and VA (CRD 5347430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amauta manage?
Amauta reports $15.0M across 53 accounts in assets under management.
How do I contact Francisco Anguita Veliz?
Through Francisco's website, www.amautafinancial.com.
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
- Amauta website : specialties, clients served, and fees, checked October 30, 2026
- 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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