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Philip G. Potter

Founder, Managing Partner, Chief Financial OfficerWelara Asset Management LLCCRD 1995878

About Philip G. Potter

Philip G. Potter is listed as Founder, Managing Partner, Chief Financial Officer at Welara Asset Management LLC. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Welara Asset Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Philip G. Potter work?

Philip G. Potter is listed as Founder, Managing Partner, Chief Financial Officer at Welara Asset Management LLC on SEC Form ADV.

How much of Welara Asset Management LLC does Philip G. Potter own?

Form ADV reports a beneficial ownership band of 25-50%.

Welara Asset Management LLC

TitleFounder, Managing Partner, Chief Financial Officer
Ownership25-50%
Control personYes
Since2023
View Welara Asset Management LLC →