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WELTON INVESTMENT PARTNERS LLC
WELTON INVESTMENT PARTNERS LLC
CARMEL, California
·
6 registered advisors
·
CRD# 172452
SEC# 801-80274
1
831-626-5190
01
Firm Overview
AUM
$440M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at WELTON INVESTMENT PARTNERS LLC
6 registered advisors
Annette Leah Welton
CARMEL, California
CRD# 1884590
Arthur Frederick Bell
CARMEL, California
CRD# 6041249
David Scott Nowlin
CARMEL, California
CRD# 1447064
Guillaume Pierre Detrait
CARMEL, California
CRD# 6041245
Patrick Lloyd Welton
CARMEL, California
CRD# 1884594
Todd Walker Merrell
CARMEL, California
CRD# 7091758
05
Office Locations
CARMEL, California
6 advisors
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Data sourced from SEC Form ADV filings. WELTON INVESTMENT PARTNERS LLC (CRD# 172452) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.