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).
Total Assets Under Management53MILLION
Total Number of Accounts123ACCOUNTS
Average Account Value$432,437
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.