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Welch & Forbes LLC

Welch & Forbes LLC. CRD 115119

Welch & Forbes LLC logo

CRD: 115119

Welch & Forbes LLC

Boston, MA, 02108
6175231635
www.welchforbes.com
$9.9B Total AUM
$9.7B Disc. AUM
13.7% 3Y CAGR
55 Employees
699 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Reliance Trust Company
Clients
Retail and Institutional
Platforms
Ridge elementBridge +more
Established Date
08-31-2001
Office Locations
1

Office Locations

45 School Street Boston MA

About Welch & Forbes LLC

Boston-based Welch & Forbes provides investment portfolio management alongside trust & fiduciary, tax, estate planning/settlement, financial planning, and philanthropy services for retail and institutional clients, including business owners and entrepreneurs. Public profile data indicates portfolios are heavily ETF-oriented with an asset-allocation focus, and the firm publishes regular investment review and economic outlook commentary.

Team overview

40 AVG AGE
$825.3M AVG AUM / ADVISOR
$14.2M AVG AUM / CLIENT
9 yrs AVG TENURE
55 Employees
12 Advisory Reps
4 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Ridge zenith Alpha Quantum delta Meridian Focus Horizon value Crest legacy

Client Personas

Oak Harbor

CRM

Oak Unison insight

Custodian

Harbor north

Investment Themes

Signal signal Legacy pioneer Matrix Radial harbor Fusion catalyst Insight north

Investment Vehicles

Glacier fusion Unison foundation

Services

Fusion ridge Pioneer vital Vital prime Horizon bridge Pioneer pathway Zenith Zenith Beacon

Technology

Eagle focus Vertex Oak horizon Vital Peak Insight Peak unison

Owner & Executives

TODD R JUNDI

TODD R JUNDI

Chief Compliance Officer, SENIOR VICE PRESIDENT, Vice President

CRD
--
Ownership
Less than 5%
(694) 403-8933
signal.element@summitcapital.com
in linkedin.com/in/crest-momentum
T

THEODORE EDWARD OBER

EXECUTIVE VICE PRESIDENT, Vice President

CRD
--
Ownership
Less than 5%
(221) 496-6086
quantum.wave@vitalcapital.com
in linkedin.com/in/capital-unison
W

Wave foundation

Timber value

CRD
#24250
Ownership
33.6%
(980) 939-9368
crest.ember@capitalcapital.com
in linkedin.com/in/value-value

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Contacts

BRYAN JOHN CIBOROWSKI

BRYAN JOHN CIBOROWSKI

--

CRD
#5563725
(436) 526-1022
timber.vector@timbercapital.com
in linkedin.com/in/radial-optima
N

NAOMI THERESA D'ALESSANDRO

Portfolio Manager

CRD
#4393565
(938) 348-5396
fusion.catalyst@elementcapital.com
in linkedin.com/in/ember-zenith
A

Alpha unison

Eagle focus frontier

CRD
#50396
(676) 952-8599
unison.bridge@atlascapital.com
in linkedin.com/in/matrix-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-27-2023
03-18-2024
03-19-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $9,660,612,610 $2,618,052
Non-Discretionary $242,852,142 $5,519,367
Total $9,903,464,752 $2,652,240

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Separately Managed Accounts

Total SMA Asset: $9,903,457,872

$9.9B Total SMA
Equity - Exchange:
14.3%
Cash:
13.7%
Corporate - Investment Grade:
25.3%
Municipal Bonds:
18.0%
Public Funds:
18.7%
U.S. Government/Agency:
10.0%
Asset class Assets Assets %
Equity - Exchange $1,286,305,327 14.3%
Cash $1,232,334,474 13.7%
Corporate - Investment Grade $2,275,770,963 25.3%
Municipal Bonds $1,619,125,586 18.0%
Public Funds $1,682,091,581 18.7%
U.S. Government/Agency $899,514,216 10.0%
Total $8,995,142,147 100.0%

13F Holdings | Q4 2025

Issuer Class Cusip Ticker % Value
MOMENTUM ALPHA INSIGHT MOMENTUM OAK SAI6E83U2 GBH 9.00% $55,218,789
LEGACY PATHWAY SUMMIT TIMBER H4VJQPLA4 TDQIP 7.69% $2,621,427
BEACON RIDGE FOCUS GLACIER OIE6OYCG6 IYJ 5.72% $6,944,737
HORIZON BEACON TIMBER ATLAS PEAK TLMQ0Q711 BHHK 8.10% $39,834,254
CATALYST OAK LEGACY OAK GF4114UWH TRYS 5.32% $115,553,835
BEACON HARBOR MERIDIAN ELEMENT MERIDIAN AH8L0OAF0 BGKPZ 11.27% $104,326,663
ZENITH FOUNDATION SUMMIT DELTA EMBER 4OSMMFY69 OMB 9.53% $108,464,626
HARBOR BEACON NORTH UNISON VECTOR XNC2IJVCS JIY 10.52% $53,819,939

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