← Directory
WELARA
Legal name: WELARA ASSET MANAGEMENT LLC
CRD 334534File 801-133829
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$83.7M
Bottom 25% of cohort (national)
Discretionary AUM
$58.0M
Non-discretionary $25.7M
Clients
8
12 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 29, 2025
- Principal office
- Not reported
- Phone
- 917-524-6125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $83.7M
- Discretionary AUM
- $58.0M
- Non-discretionary AUM
- $25.7M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 3
- Total accounts
- 12
- AUM per client
- $10.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $40.3M |
| Pooled investment vehicles | 8 | $43.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.