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WELTON INVESTMENT PARTNERS LLC
CRD 172452 · SEC 801-80274
EASTWOOD BUILDING, SAN CARLOS BETWEEN 5TH AND 6TH, CARMEL, CA, 93921-6147, United States
Phone
831-626-5190
Fax
831-626-5199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$330.0M
Discretionary AUM
$330.0M
Team
18 total employees; 8 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $51.1M |
| Pooled investment vehicles | 6 | $278.9M |
All web addresses on file
Official SEC filing: View on IAPD