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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2015
- Office Locations
- 1
Office Locations
About Welspire LLC
Welspire is a fee-only fiduciary RIA providing financial planning and investment management for individuals and families, with emphasis on retirement readiness, college savings, and helping women take control of their wealth. Portfolios lean on ETFs alongside public funds and high-quality bonds/cash for asset allocation and risk management, and the firm clears through custodians such as Schwab and Fidelity.
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Owner & Executives
CURTIS JAMES REED
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #2857586
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,599,981 | -- |
| Non-Discretionary | $3,875,629 | -- |
| Total | $26,475,610 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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