Todd Walker Merrell
Chief Financial Officer And Chief Compliance OfficerWelton Investment Partners LLCCRD 7091758
About Todd Walker Merrell
Todd Walker Merrell is listed as Chief Financial Officer And Chief Compliance Officer at Welton Investment Partners LLC in Carmel, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Welton Investment Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Todd Walker Merrell work?
Todd Walker Merrell is listed as Chief Financial Officer And Chief Compliance Officer at Welton Investment Partners LLC on SEC Form ADV.
How much of Welton Investment Partners LLC does Todd Walker Merrell own?
Form ADV reports a beneficial ownership band of Under 5%.
Welton Investment Partners LLC
| Title | Chief Financial Officer And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |