Welcy Capital Advisors LLC

Welcy Capital Advisors LLC (CRD# 154782) is a financial advisory firm headquartered in Miami, FL. They manage $96,957,218 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $6,059,826
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Welcy Capital Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Philip R. Henriquez Schemel
CRD#: 6678535
1101 Brickell Avenue, Suite 1600, Miami, FL 33131

Philip Henriquez Schemel (CRD# 6678535) is an Investment Advisor Representative working at Welcy Capital Advisors LLC in Miami, FL and has over 7 years of experience in the finance industry.

2
Nicolas Zalles
CRD#: 6400652
1101 Brickell Avenue, Suite 1600, Miami, FL 33131

Nicolas Zalles (CRD# 6400652) is an Investment Advisor Representative working at Welcy Capital Advisors LLC in Miami, FL and has over 9 years of experience in the finance industry.

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