Welch Investment Group, LLC
Welch Investment Group, LLC is an SEC-registered mass-market adviser in Grants Pass, OR with $263.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Welch Investment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131006, SEC 801-111891, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $263.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Grants Pass, OR
- Employees
- 3
- Clients
- 405
- CRD
- 131006
- Ownership
- WELCH, JOSH, OWEN; WELCH, JAMES, STEVEN; EALY, SEAN, C.; WELCH, JAMES
How much AUM does Welch Investment Group, LLC have?
Welch Investment Group, LLC reported $263.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Welch Investment Group, LLC?
Disclosed owners and executives of Welch Investment Group, LLC include WELCH, JOSH, OWEN, WELCH, JAMES, STEVEN, EALY, SEAN, C., WELCH, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.