W
$198.1M Total AUM
$198.1M Disc. AUM
-- 3Y CAGR
6 Employees
157 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2024
- Office Locations
- 1
Office Locations
1790 38th Street Ste. 205 Boulder CO
About Welch Financial Planning, LLC
Welch Financial Planning, LLC is a Boulder-based RIA. The firm has been operating for 2 years. Managing $198.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$99.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.6 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
TRON DAVID WELCH
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4485276
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
L
LISA ANN COWAN
Financial Advisor, General Partner
- CRD
- #6436929
Available
Available
Available
R
Ryley Ann Cowan
--
- CRD
- #7112148
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,095,637 | $385,400 |
| Non-Discretionary | $0 | -- |
| Total | $198,095,637 | $385,400 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing