← Back to searchVisit website
WELSPIRE LLC
CRD 176518
2400 CAMBRIDGE BOULEVARD, UPPER ARLINGTON, OH, 43221, United States
Phone
(614) 745-1696
Fax
(402) 939-0014
Registration
— (—)
Source
State registered
Total AUM
$26.5M
Discretionary AUM
$22.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $782K |
| High net worth individuals | 9 | $25.7M |
All web addresses on file
Official SEC filing: View on IAPD