Be advised. This firm is no longer registered.

Welz Financial Services, Inc.

Welz Financial Services, Inc. (CRD# 144489) is a financial advisory firm headquartered in Stockton, CA. They manage $100,708,386 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7474 Shoreline Drive, Suite 4, Stockton, CA 95219
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $381,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

CA

Financial Advisors at Welz Financial Services, Inc.
No Advisor Found.

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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