WELCH FINANCIAL INVESTMENTS, LLC

WELCH FINANCIAL INVESTMENTS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 154359). Regulatory assets under management: $9.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 154359
• Type: Registered investment adviser
• Location: 201 JOSEPH E. LOWERY BLVD. NW, ATLANTA, GA, 30314
• Phone: 404-591-6777
• Latest filing: 2026-03-23
• Regulatory AUM: $9.6M
• Discretionary AUM: $9.6M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154359 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search