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Welara Asset Management LLC

● SEC registered since 2025CRD 334534SEC# 801-133829
Export (members)
Reg. AUM
$34.1M
Employees
8
Accounts
1
Location

Welara Asset Management LLC assets under management

Welara Asset Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $34.1 million in regulatory assets under management and employs 8 people.

Welara Asset Management LLC owners & executives

13 reported
NameTitleOwnershipSince
Colette Young ControlFounder, Managing Partner, Chief Executive Officer50-75%2023
Jorge Andres Velasquez Franco ControlChief Compliance OfficerUnder 5%2023
Omar D Divina ControlChief Operating OfficerUnder 5%2025
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Frequently asked questions

How much does Welara Asset Management LLC manage?

Welara Asset Management LLC reports $34.1 million in regulatory assets under management on its Form ADV.

How many employees does Welara Asset Management LLC have?

Welara Asset Management LLC reports 8 employees.

Does Welara Asset Management LLC disclose fund performance?

Welara Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone917-524-6125
Office hours8a.m. - 6p.m. Est
SEC regionNew York Regional Office (NYRO)
CIK2049749
Discloses disciplinary historyNo

Assets under management

Discretionary$34.1M
Non-discretionary$0
Total (RAUM)$34.1M