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Vellum Financial, LLC (Arroyo Grande)


Vellum Financial, LLC is a related adviser based in Arroyo Grande. It manages $40.73 million of regulatory assets for 269 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Massachusetts, and Texas.

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Vellum Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vellum Financial: assets under management

The assets under management (AUM) of Vellum Financial, LLC is $40.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 276% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vellum Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Arroyo Grande

The principal office where Vellum Financial, LLC performs its advisory services is located at 1238 E. Grand Avenue, Arroyo Grande, CA 93420, which is also the mailing address of the firm. An additional office of the firm is in Santa Maria, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (805) 546-1000. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at vellumfinancial.com.


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