Be advised. This firm is no longer registered.

Welty Capital Management LLC

Welty Capital Management LLC (CRD# 110571) is a financial advisory firm headquartered in Lafayette, CA. They manage $98,702,566 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $836,462
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Welty Capital Management LLC
No Advisor Found.
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