Marcelo Hartwig
Velaris Wealth Management · Pelotas, Brazil
Marcelo Hartwig is a fee-only financial advisor at Velaris Wealth Management in Pelotas, Brazil. Marcelo charges a percentage of assets (a $100,000 asset minimum).
Request an introduction to Marcelo →
Facts
| Firm | Velaris Wealth Management |
|---|---|
| Based in | Pelotas, 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 8176732 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.velaris.global |
How Marcelo's firm compares
- Velaris Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 112 accounts).
Request an introduction to Marcelo
Tell Marcelo a little about what you're looking for. Marcelo isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marcelo
Is Marcelo Hartwig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcelo 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 Marcelo charge for financial advice?
Marcelo charges a percentage of assets.
How much does Marcelo charge?
According to Velaris Wealth Management's website, checked October 30, 2026: a $100,000 asset minimum.
Where is Marcelo Hartwig based?
Marcelo Hartwig is based in Pelotas, Brazil.
Is Marcelo Hartwig registered with the SEC?
Yes. Marcelo Hartwig is registered as an investment adviser representative in FL (CRD 8176732), 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 Marcelo Hartwig?
Through Marcelo'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.
See something wrong? Request a correction. Read our methodology.