WELTON INVESTMENT PARTNERS LLC

Eastwood Building
San Carlos Between 5th And 6th
Carmel, California 93921-6147
Tel: 831-626-5190

About WELTON INVESTMENT PARTNERS LLC

WELTON INVESTMENT PARTNERS LLC, formally registered with the SEC as WELTON INVESTMENT PARTNERS LLC. The firm was established in 07/31/2014. They have over 2 offices throughout the country.

WELTON INVESTMENT PARTNERS LLC is a Carmel, California based Financial Planning firm with nearly $440,234,325 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172452
SEC#	801-80274
Assets Managed by Firm	$440,234,325
No. of Clients	6
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$440,234,325

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