Welara
Welara is an SEC-registered ria with $83.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Welara: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334534, SEC 801-133829, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $83.7M (2026-03-31)
- Firm type
- Ria
- Employees
- 13
- Clients
- 8
- CRD
- 334534
- Ownership
- WELARA HOLDINGS LLC; PFNGT LLC; Valliere, Timothy, Alfred; DIVINA, OMAR, D; POTTER, PHILIP, G.
How much AUM does Welara have?
Welara reported $83.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Welara?
Disclosed owners and executives of Welara include WELARA HOLDINGS LLC, PFNGT LLC, Valliere, Timothy, Alfred, DIVINA, OMAR, D, POTTER, PHILIP, G.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.