Welcy Capital Advisors LLC
Welcy Capital Advisors LLC is an SEC-registered wealth manager in Miami, FL with $225.7M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Welcy Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154782, SEC 801-130588, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $225.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 10
- Clients
- 19
- CRD
- 154782
- Ownership
- HAMPTON CORP; LW SECURITIES LTD; ZALLES, CARLOS; AMANA MANAGEMENT SA; PEREZ, JAIME
How much AUM does Welcy Capital Advisors LLC have?
Welcy Capital Advisors LLC reported $225.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Welcy Capital Advisors LLC?
Disclosed owners and executives of Welcy Capital Advisors LLC include HAMPTON CORP, LW SECURITIES LTD, ZALLES, CARLOS, AMANA MANAGEMENT SA, PEREZ, JAIME. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.