WELTON INVESTMENT PARTNERS LLC

CARMEL, California·1 registered advisor·CRD# 172452
SEC# 801-802741831-626-5190
01

Firm Overview

AUM
$440M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at WELTON INVESTMENT PARTNERS LLC

1 registered advisor
David Scott Nowlin
CARMEL, California
05

Office Locations

CARMEL, California
1 advisor

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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.