Overview
Assets Under Management: $146 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
WELCH FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329418), WELCH FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
WELCH FINANCIAL PLANNING, LLC is headquartered in BOULDER, CO.
WELCH FINANCIAL PLANNING, LLC serves 50 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, WELCH FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WELCH FINANCIAL PLANNING, LLC manages $146 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, WELCH FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 464
Discretionary Accounts: 464
Regulatory Filings
CRD Number: 329418
Filing ID: 2025599
Last Filing Date: 2025-11-04 17:11:18
Website: 0