WELON PARTNERS

WELON PARTNERS of MONTGOMERY, AL is an SEC-registered investment adviser (CRD 297322). Regulatory assets under management: $57.4M.

Registration

• CRD: 297322
• Type: Registered investment adviser
• Location: 105 TALLAPOOSA STREET, MONTGOMERY, AL, 36104
• Phone: 3342582850
• Latest filing: 2026-03-31
• Regulatory AUM: $57.4M
• Discretionary AUM: $52.8M
• Non-discretionary AUM: $4.6M
• Clients: 3
• Accounts: 85

Business model

Compensation: % of AUM, 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 297322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search