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WELTON INVESTMENT PARTNERS LLC

CARMEL, CA · CRD 172452 · IAPD ↗ · welton.com · 831-626-5190

$330.0MRegulatory AUM
8Advisory reps
18Employees
3Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2025 — WELTON INVESTMENT PARTNERS LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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