WELTY CAPITAL MANAGEMENT LLC

WELTY CAPITAL MANAGEMENT LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 110571). Regulatory assets under management: $35.6M.

Registration

• CRD: 110571
• SEC file number: 801-40722
• Type: Registered investment adviser
• Location: 3650 MT. DIABLO BLVD., STE 103, LAFAYETTE, CA, 94549
• Phone: 925-283-4960
• Latest filing: 2012-06-18
• Regulatory AUM: $35.6M
• Discretionary AUM: $35.6M
• Clients: 1
• Accounts: 110

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110571 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search