Welton Investment Partners LLC
Welton Investment Partners LLC is an SEC-registered asset manager in Carmel, CA with $330.0M assets under management (AUM, regulatory AUM), -15% over one year. See who owns Welton Investment Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172452, SEC 801-80274, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $330.0M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Carmel, CA
- Employees
- 18
- Clients
- 6
- CRD
- 172452
- Ownership
- DETRAIT, GUILLAUME, PIERRE; CHALICE WELTON LLC; PUTNAM, DONALD, HARDING; BELL, ARTHUR, FREDERICK; Merrell, Todd, Walker
How much AUM does Welton Investment Partners LLC have?
Welton Investment Partners LLC reported $330.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Welton Investment Partners LLC?
Disclosed owners and executives of Welton Investment Partners LLC include DETRAIT, GUILLAUME, PIERRE, CHALICE WELTON LLC, PUTNAM, DONALD, HARDING, BELL, ARTHUR, FREDERICK, Merrell, Todd, Walker. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.