WELTON INVESTMENT PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$330,020,247
Discretionary
$330,020,247
Non-discretionary
$0
Firm details
- CRD number
- 172452
- SEC file number
- 801-80274
- Main office
- CARMEL, CA, United States
- Employees
- 18
- SEC status
- Approved
- Website
- HTTP://WWW.WELTON.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.