VELVET SEA VENTURES

801 Northpoint Parkway
Suite 129
West Palm Beach, Florida 33407
Tel: 248-594-4751

About VELVET SEA VENTURES

VELVET SEA VENTURES, formally registered with the SEC as VELVET SEA VENTURES. The firm was established in 01/14/2022. They have over 9 offices throughout the country.

VELVET SEA VENTURES is a West Palm Beach, Florida based Financial Planning firm with nearly $206,228,666 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317632
SEC#	801-123062
Assets Managed by Firm	$206,228,666
No. of Clients	10
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$206,228,666

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