Weldon & Company
Weldon & Company (CRD# 129099) is a financial advisory firm headquartered in Boca Raton, FL. They manage $6,902,644 in 107 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts107ACCOUNTS
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Average Account Value$64,511
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Weldon & Company
1
Charles Weldon (CRD# 1030659) is an Investment Advisor Representative working at Weldon & Company in Boca Raton, FL and has over 34 years of experience in the finance industry.
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