Welch Financial Planning, LLC
Welch Financial Planning, LLC is an SEC-registered wealth manager in Boulder, CO with $198.1M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Welch Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329418, SEC 801-129411, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $198.1M (2026-06-25)
- Firm type
- Wealth Manager
- Location
- Boulder, CO
- Employees
- 6
- Clients
- 157
- CRD
- 329418
- Ownership
- WELCH, TRON, DAVID
How much AUM does Welch Financial Planning, LLC have?
Welch Financial Planning, LLC reported $198.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Welch Financial Planning, LLC?
Disclosed owners and executives of Welch Financial Planning, LLC include WELCH, TRON, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.