CRD: 154359
Welch Financial Investments, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-13-2012
- Office Locations
- 1
Office Locations
About Welch Financial Investments, LLC
Welch Financial Investments, LLC is a fee-only RIA affiliate of Welch Financial Advisors providing integrated portfolio management for individuals with multiple accounts and assets from rollovers, inheritance, or savings that may be underserved by larger brokerages. The firm emphasizes long-term discipline, asset allocation, diversification, and minimizing taxes and fees, building portfolios primarily with institutional mutual funds and providing ongoing monitoring and objective reporting. Custody includes Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CECILY VIOLA MARY WELCH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5816100
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,602,463 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,602,463 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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