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  2. Vela Wealth Management

Filings through Oct 24, 2026.

Vela Wealth Management

EIN 92-0473571-financial services-Latest filing 2025
Plans
1
Retirement
1
$978K assets
Health & Benefits
0
Participants
11
6060 S AMERICAN PLAZA ST. E, SUITE 350 - TULSA, OK 74135918-746-1086velawm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$978K - 11 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

VELA WEALTH MANAGEMENT RETIREMENT PLAN

401(k)

Assets$978K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VELA WEALTH MANAGEMENT RETIREMENT PLAN401(k)$978K112025
  • VELA WEALTH MANAGEMENT RETIREMENT PLAN$978K
    #001 · 401(k) · 202511
Retirement plans
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