CRD: 326027
Welcome Home Wealth Advisors LLC
$50.7M Total AUM
$50.7M Disc. AUM
-- 3Y CAGR
2 Employees
471 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2023
- Office Locations
- 1
Office Locations
222 North Arch Road North Chesterfield VA
About Welcome Home Wealth Advisors LLC
Welcome Home Wealth Advisors LLC is a North Chesterfield-based RIA. The firm has been operating for 3 years. Managing $50.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
67 AVG AGE
$25.3M AVG AUM / ADVISOR
$107.6K AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RALPH HORTON SHORT JR
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #1483956
- Ownership
- 75% or more
Available
Available
Available
T
TIMOTHY ALEXANDER SHORT
Chief Compliance Officer, Co-Owner, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7431115
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,683,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,683,350 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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