WELCH FINANCIAL PLANNING, LLC of BOULDER, CO is an SEC-registered investment adviser (CRD 329418). Regulatory assets under management: $198.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Tron David Welch | MANAGING MEMBER, CCO | — |
| WELCH WILLIAM DAVID | MANAGING MEMBER, CCO; PRINCIPAL/CCO; SOLE OWNER/CCO | — |