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WELCH FINANCIAL PLANNING, LLC

BOULDER, CO · CRD 329418 · IAPD ↗ · 303-939-8766

$198.1MRegulatory AUM
2Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2026 — WELCH FINANCIAL PLANNING, LLC reported RAUM up 36% ($145.6M -> $198.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — WELCH FINANCIAL PLANNING, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
June 2024 — WELCH FINANCIAL PLANNING, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
June 2024 — WELCH FINANCIAL PLANNING, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2024 — WELCH FINANCIAL PLANNING, LLC (BOULDER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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