← Directory
WELTON INVESTMENT PARTNERS LLC
CRD 172452File 801-80274
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.0M
Below cohort median (national)
Discretionary AUM
$330.0M
Clients
10
7 accounts
Employees
18
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 31, 2014
- Principal office
- EASTWOOD BUILDING, SAN CARLOS BETWEEN 5TH AND 6TH, CARMEL, CA, 93921-6147
- Phone
- 831-626-5190
- Website
- HTTP://WWW.WELTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.0M
- Discretionary AUM
- $330.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $33.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $51.1M |
| Pooled investment vehicles | 6 | $278.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.