Welara Asset Management LLC
● SEC registered since 2025CRD 334534SEC# 801-133829New York, NY
Reg. AUM
$83.7M
Employees
13
Accounts
12
Location
New York, NY
Welara Asset Management LLC assets under management
Welara Asset Management LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It reports $83.7 million in regulatory assets under management and employs 13 people.
Welara Asset Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colette Young Control | Founder, Managing Partner, Chief Executive Officer | Under 5% | 2023 |
| Jorge Andres Velasquez Franco Control | Chief Compliance Officer | Under 5% | 2023 |
| Ryan Hanley McLaughlin Control | Founder, Managing Partner, Portfolio Manager | Under 5% | 2023 |
| Welara Holdings LLC Control | Sole Member | Over 75% | 2023 |
| Colette Young Control | Majority & Controlling Owner | Over 75% | 2023 |
| Vesperum Holdings LLC | Member | 50-75% | 2023 |
Frequently asked questions
How much does Welara Asset Management LLC manage?
Welara Asset Management LLC reports $83.7 million in regulatory assets under management on its Form ADV.
How many employees does Welara Asset Management LLC have?
Welara Asset Management LLC reports 13 employees.
Where is Welara Asset Management LLC located?
Welara Asset Management LLC is based in New York, NY and has been SEC-registered since 2025.
Does Welara Asset Management LLC disclose fund performance?
Welara Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 136 Madison Avenue, 6th Floor, #5155, New York, NY 10016 |
| Phone | 917-524-6125 |
| Office hours | 8a.m. - 6p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2049749 |
| Discloses disciplinary history | No |
Regulatory AUM
$83.7M▲ 145%
Jun '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,340 advisers
EmployeesTop 34%
More than 66% of 16,820 advisers
Assets under management
$83.7Mregulatory AUM
Discretionary $58MNon-discretionary $25.7M