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- Custodian
- Charles Schwab & Company · Regions Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2019
- Office Locations
- 1
Office Locations
About Welon Partners
Welon Partners is a boutique, fee-only fiduciary delivering custom financial planning and bespoke investment management for busy professionals, business owners, and entrepreneurs. The team collaborates with clients’ CPAs and attorneys on tax, retirement, succession, and legacy planning, and implements portfolios that are primarily ETF-based.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Robert James Allan
Managing Director
- CRD
- #6956932
- Ownership
- Less than 5%
JOHN ELSBERRY STEINER
Chief Executive Officer, Chief Investment Officer, Managing Director, President
- CRD
- #4502413
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,795,252 | -- |
| Non-Discretionary | $4,595,629 | -- |
| Total | $57,390,881 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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