WELARA

Legal name: WELARA ASSET MANAGEMENT LLC

CRD 334534File 801-133829

APPROVED

Custody

Filing as of Aug 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$83.7M

Bottom 25% of cohort (national)

Discretionary AUM

$58.0M

Non-discretionary $25.7M

Clients

12 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Sep 29, 2025
Principal office: 136 MADISON AVENUE, 6TH FLOOR, #5155, NEW YORK, NY, 10016
Phone: 917-524-6125
Website: https://www.welara.com/

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, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	8	13	increased by5
Apr 1, 2026	Clients	9	8	decreased by1
Apr 1, 2026	AUM	$34,130,358	$83,747,489	increased by$49,617,131
Apr 1, 2026	Accounts	1	12	increased by11
Dec 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WELARA” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELARA” may also match similarly-named firms). Confirm identity against each filing.

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.