Investment adviser · CRD 110571

WELTY CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

LAFAYETTE, CA, United States · Form ADV filed Jun 18, 2012

Regulatory AUM
$35.6M
Form ADV · Item 5.F
Client accounts
110
Accounts, not individual clients
Advisory professionals
0
Investment advisory functions

Not available in this filing: Employees.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 18, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

3650 MT. DIABLO BLVD., STE 103
LAFAYETTE, CA, 94549, United States

CRD 110571

Filing source

Form ADV 653738 · Jun 18, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.