# WELCH INVESTMENTS, LLC

WELCH INVESTMENTS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 111270
- Type: SEC-registered investment adviser
- SEC file number: 801-56718
- Location: 3940 MONTCLAIR RD, SUITE 501, BIRMINGHAM, AL, 35213
- Phone: 205-871-5805
- Latest filing: 2017-09-29
- Regulatory AUM: $224.4M
- Discretionary AUM: $224.4M
- Clients: 4
- Accounts: 951

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| WELCH STEWART HENRY | MEMBER | — |
| SIMPSON DIANA SUSAN | MANAGER; MEMBER | — |
| WEYANDT CHARLES GREGORY | CHIEF COMPLIANCE OFFICER | — |
| LEE SCOTT WILLIAM | DIRECTOR OF INVESTMENT STRATEGY & RESEARCH | — |
| PEAY JAMES WOODARD | MEMBER | — |
| GROSSMAN DIANA SUSAN | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111270/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111270/similar
- Related entities: https://search.stillhousedata.com/firm/111270/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111270

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.