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WELON PARTNERS
WELON, LLC
CRD 297322
105 TALLAPOOSA STREET, SUITE 109, MONTGOMERY, AL, 36104, United States
Phone
3342582850
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$57.4M
Discretionary AUM
$52.8M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $42.2M |
All web addresses on file
Official SEC filing: View on IAPD