WELSH HILLS FINANCIAL SERVICES, LLC

WELSH HILLS FINANCIAL SERVICES, LLC of NEWARK, OH is an SEC-registered investment adviser (CRD 119949). Regulatory assets under management: $47.5M.

Registration

• CRD: 119949
• Type: Registered investment adviser
• Location: 581 B COUNTRY CLUB DR, NEWARK, OH, 43055
• Phone: 740-755-4133
• Latest filing: 2025-03-28
• Regulatory AUM: $47.5M
• Non-discretionary AUM: $47.5M
• Clients: 1
• Accounts: 209

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119949 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search