Aaron Matthew Kaplan

Employer firm

Vela Consulting, LLC CRD 304085

$47.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Vela Consulting Llc
  Irvine, CA
• 06/2019 → Present
  Vancouver Clinic
  Vancouver, WA
• 01/2015 → 05/2019
  North Valley Advanced Imaging, Llc
  Chico, CA
• 12/2010 → 05/2019
  North State Radiology
  Chico, CA
• 02/2020 → Present
  Lavatube Capital, Llc
  Sheridan, WY

Other Businesses

LavaTube Capital LLC; non-investment related; 1309 Coffeen Avenue Suite 1528 Sheridan, Wyoming 82801; property and asset management; Principal Member and Chief Executive Officer; 02/2020 - Present; and approximately 5-20 hours per month; The Vancouver Clinic, Inc. P.S.; non-investment related; 700 NE 87th Ave, Vancouver, WA 98664; medical clinic and urgent center; Physician and Partner of Diagnostic Radiology; 06/2019 - Present; and approximately 60% of Mr. Kaplan's time per month is spent on performing such services on behalf of The Vancouver Clinic, Inc. P.S.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-28

Other Names

• Aaron Kaplan