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Patrick Lloyd Welton

Chief Executive OfficerWelton Investment Partners LLCCRD 1884594

About Patrick Lloyd Welton

Patrick Lloyd Welton is listed as Chief Executive Officer at Welton Investment Partners LLC in Carmel, CA. Form ADV reports a beneficial ownership band of Under 5%. Patrick Lloyd Welton is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Welton Investment Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patrick Lloyd Welton work?

Patrick Lloyd Welton is listed as Chief Executive Officer at Welton Investment Partners LLC on SEC Form ADV.

How much of Welton Investment Partners LLC does Patrick Lloyd Welton own?

Form ADV reports a beneficial ownership band of Under 5%.

Welton Investment Partners LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2014

Welton Investment Partners LLC

TitleTrustee
Ownership
Control personYes
Since1992