# WELCH FINANCIAL PLANNING, LLC

WELCH FINANCIAL PLANNING, LLC of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 329418
- Type: SEC-registered investment adviser
- SEC file number: 801-129411
- Location: 1790 38TH ST, STE. 205, BOULDER, CO, 80301-2600
- Phone: 303-939-8766
- Latest filing: 2026-06-25
- Regulatory AUM: $198.1M
- Discretionary AUM: $198.1M
- Clients: 6
- Accounts: 514

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Tron David Welch | MANAGING MEMBER, CCO | — |
| WELCH WILLIAM DAVID | MANAGING MEMBER, CCO; PRINCIPAL/CCO; SOLE OWNER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329418/similar
- Related entities: https://search.stillhousedata.com/firm/329418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329418

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.