Welch Financial Planning, LLC
● SEC registered since 2024CRD 329418SEC# 801-129411Boulder, CO
Reg. AUM
$198.1M
Employees
6
Accounts
514
Location
Boulder, CO
Welch Financial Planning, LLC assets under management
Welch Financial Planning, LLC operates as an SEC-registered investment adviser based in Boulder, CO. The firm has been registered since 2024. It reports $198.1 million in regulatory assets under management and employs 6 people.
Welch Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tron David Welch Control | Managing Member, Cco | Over 75% | 2007 |
Frequently asked questions
How much does Welch Financial Planning, LLC manage?
Welch Financial Planning, LLC reports $198.1 million in regulatory assets under management on its Form ADV.
How many employees does Welch Financial Planning, LLC have?
Welch Financial Planning, LLC reports 6 employees.
Where is Welch Financial Planning, LLC located?
Welch Financial Planning, LLC is based in Boulder, CO and has been SEC-registered since 2024.
Does Welch Financial Planning, LLC disclose fund performance?
Welch Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1790 38th St, Ste. 205, Boulder, CO 80301-2600 |
| Phone | 303-939-8766 |
| Fax | 303-228-0414 |
| Office hours | 8:00 A.M - 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$198.1M▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$198.1Mregulatory AUM
Discretionary $198.1M