Welspire LLC

Welspire LLC (CRD# 176518) is a financial advisory firm headquartered in Upper Arlington, OH. They manage $28,457,073 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2400 Cambridge Boulevard, Upper Arlington, OH 43221
http://welspire.com/
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $424,732
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, OH

Financial Advisors at Welspire LLC
Showing 1 - 1 of 1 top financial advisors.
1
Curtis Reed, financial advisor Upper Arlington OH
Curtis J. Reed
CRD#: 2857586
2400 Cambridge Boulevard, Upper Arlington, OH 43221

Curtis Reed (CRD# 2857586) is an Investment Advisor Representative working at Welspire LLC in Upper Arlington, OH and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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