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Todd Walker Merrell

Chief Financial Officer And Chief Compliance OfficerWelton Investment Partners LLCCRD 7091758

About Todd Walker Merrell

Todd Walker Merrell is listed as Chief Financial Officer And Chief Compliance Officer at Welton Investment Partners LLC in Carmel, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

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

Frequently asked questions

Where does Todd Walker Merrell work?

Todd Walker Merrell is listed as Chief Financial Officer And Chief Compliance Officer at Welton Investment Partners LLC on SEC Form ADV.

How much of Welton Investment Partners LLC does Todd Walker Merrell own?

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

Welton Investment Partners LLC

TitleChief Financial Officer And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Welton Investment Partners LLC →