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WELCH CAPITAL PARTNERS LLC

HARRISON, NY · CRD 106721 · IAPD ↗ · welchcapital.com · 212-754-6077

$506.2MRegulatory AUM
4Advisory reps
4Employees
9Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WELCH CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($480.9M -> $506.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.