Patrick Lloyd Welton
Chief Executive OfficerWelton Investment Partners LLCCRD 1884594
About Patrick Lloyd Welton
Patrick Lloyd Welton is listed as Chief Executive Officer at Welton Investment Partners LLC in Carmel, CA. Form ADV reports a beneficial ownership band of Under 5%. Patrick Lloyd Welton is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Welton Investment Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Patrick Lloyd Welton work?
Patrick Lloyd Welton is listed as Chief Executive Officer at Welton Investment Partners LLC on SEC Form ADV.
How much of Welton Investment Partners LLC does Patrick Lloyd Welton own?
Form ADV reports a beneficial ownership band of Under 5%.
Welton Investment Partners LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2014 |
Welton Investment Partners LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 1992 |