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Welch Financial Planning, LLC

● SEC registered since 2024CRD 329418SEC# 801-129411Boulder, CO
Export (members)
Reg. AUM
$145.6M
Employees
6
Accounts
464
Location
Boulder, CO

Welch Financial Planning, LLC assets under management

Welch Financial Planning, LLC operates as an SEC-registered investment adviser based in Boulder, CO. The firm has been registered since 2024. It reports $145.6 million in regulatory assets under management and employs 6 people.
www.facebook.com/welchfpView on SEC.gov ↗

Welch Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Tron David Welch ControlManaging Member, CcoOver 75%2007

Frequently asked questions

How much does Welch Financial Planning, LLC manage?

Welch Financial Planning, LLC reports $145.6 million in regulatory assets under management on its Form ADV.

How many employees does Welch Financial Planning, LLC have?

Welch Financial Planning, LLC reports 6 employees.

Where is Welch Financial Planning, LLC located?

Welch Financial Planning, LLC is based in Boulder, CO and has been SEC-registered since 2024.

Does Welch Financial Planning, LLC disclose fund performance?

Welch Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1790 38th St, Ste. 205, Boulder, CO 80301-2600
Phone303-939-8766
Fax303-228-0414
Office hours8:00 A.M - 4:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145.6M
Non-discretionary$0
Total (RAUM)$145.6M