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THE WELCH GROUP, LLC

BIRMINGHAM, AL · CRD 111273 · IAPD ↗ · welchgroup.com · 205-879-5001

$3.68BRegulatory AUM
26Advisory reps
28Employees
0Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — THE WELCH GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2026 — THE WELCH GROUP, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — THE WELCH GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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