Welty Capital Management LLC

Welty Capital Management LLC (CRD# 110571) is a financial advisory firm headquartered in Lafayette, CA. They manage $53,189,791 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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.


Financial Advisors at Welty Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
Richard S. Welty
CRD#: 4410841
3650 Mt. Diablo Blvd., Suite 103, Lafayette, CA 94549

Richard Welty (CRD# 4410841) is an Investment Advisor Representative working at Welty Capital Management LLC in Lafayette, CA and has 1 year of experience in the finance industry.

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