Guilherme Leite
Velaris Wealth Management · Sao Paulo, Brazil
Guilherme Leite is a fee-only financial advisor at Velaris Wealth Management in Sao Paulo, Brazil. Guilherme charges a percentage of assets (a $100,000 asset minimum).
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Facts
| Firm | Velaris Wealth Management |
|---|---|
| Based in | Sao Paulo, Brazil |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $100,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $128.7M across 112 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8178643 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.velaris.global |
How Guilherme's firm compares
- Velaris Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Guilherme
Is Guilherme Leite a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guilherme holds no broker registration, and Velaris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guilherme charge for financial advice?
Guilherme charges a percentage of assets.
How much does Guilherme charge?
According to Velaris Wealth Management's website, checked October 30, 2026: a $100,000 asset minimum.
Where is Guilherme Leite based?
Guilherme Leite is based in Sao Paulo, Brazil.
Is Guilherme Leite registered with the SEC?
Yes. Guilherme Leite is registered as an investment adviser representative in FL (CRD 8178643), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Velaris Wealth Management manage?
Velaris Wealth Management reports $128.7M across 112 accounts in assets under management.
How do I contact Guilherme Leite?
Through Guilherme's website, www.velaris.global.
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
- Velaris Wealth Management 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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