WELSPIRE LLC

WELSPIRE LLC of UPPER ARLINGTON, OH is an SEC-registered investment adviser (CRD 176518). Regulatory assets under management: $26.5M.

Registration

• CRD: 176518
• Type: Registered investment adviser
• Location: 2400 CAMBRIDGE BOULEVARD, UPPER ARLINGTON, OH, 43221
• Phone: (614) 745-1696
• Latest filing: 2026-02-19
• Regulatory AUM: $26.5M
• Discretionary AUM: $22.6M
• Non-discretionary AUM: $3.9M
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, 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 176518 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search