Peter Levine
Velara Wealth Management · New York, New York
Peter Levine is a fee-only financial advisor at Velara Wealth Management in New York, New York, who holds the CFP and ChFC credentials. Peter focuses on estate & legacy planning, retirement planning and equity compensation. Velara Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | Velara Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $58.5M across 223 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NY, TX · CRD 4022345 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | velarawealth.com |
| Profile |
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Questions about Peter
Is Peter Levine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Velara Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Velara Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Levine based?
Peter Levine is based in New York, New York.
What does Peter specialize in?
Peter's specialties include estate & legacy planning, retirement planning, equity compensation, founders (pre-exit), small business owners and family wealth transfer. Peter works with executives, founders and multi-generational families.
What credentials does Peter Levine hold?
Peter Levine holds the CFP and ChFC credentials.
Is Peter Levine registered with the SEC?
Yes. Peter Levine is registered as an investment adviser representative in NY and TX (CRD 4022345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Velara Wealth Management manage?
Velara Wealth Management reports $58.5M across 223 accounts in assets under management.
How do I contact Peter Levine?
Through Peter's website, velarawealth.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
- Velara 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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