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WELCH FINANCIAL INVESTMENTS, LLC
CRD 154359
201 JOSEPH E. LOWERY BLVD. NW, ATLANTA, GA, 30314, United States
Phone
404-591-6777
Fax
404-591-6774
Registration
— (—)
Source
State registered
Total AUM
$9.6M
Discretionary AUM
$9.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisersPORTFOLIO MGMT FOR TRUSTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $4.6M |
| High net worth individuals | 4 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD