Welara Asset Management LLC
● SEC registered since 2025CRD 334534SEC# 801-133829
Reg. AUM
$83.7M
Employees
13
Accounts
12
Location
—
Welara Asset Management LLC assets under management
Welara Asset Management LLC operates as an SEC-registered investment adviser. 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
11 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 |
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Join to unlock · $37/moFrequently 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.
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
| 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$83.7Mregulatory AUM
Discretionary $58MNon-discretionary $25.7M