Welch Capital Partners LLC
Welch Capital Partners LLC is an SEC-registered wealth manager in Harrison, NY with $506.2M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Welch Capital Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106721, SEC 801-52308, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $506.2M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Harrison, NY
- Employees
- 4
- Clients
- 42
- CRD
- 106721
- Ownership
- WELCH, CHRISTOPHER, WARREN; WELCH, LEIGHTON, BRIDGE; MEAD, JEFFREY, DOUGLAS
How much AUM does Welch Capital Partners LLC have?
Welch Capital Partners LLC reported $506.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Welch Capital Partners LLC?
Disclosed owners and executives of Welch Capital Partners LLC include WELCH, CHRISTOPHER, WARREN, WELCH, LEIGHTON, BRIDGE, MEAD, JEFFREY, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.