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WELCH FINANCIAL PLANNING, LLC

CRD 329418 · SEC 801-129411

Visit website

1790 38TH ST, STE. 205, BOULDER, CO, 80301-2600, United States

Phone

303-939-8766

Fax

303-228-0414

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.1M

Discretionary AUM

$198.1M

Team

6 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals103$55.5M
High net worth individuals54$142.6M

States served

CO, LA, FL

All web addresses on file

Official SEC filing: View on IAPD