SourcingSourcing

WELTON INVESTMENT PARTNERS LLC

C46
CRD 172452·SEC 801-80274·CARMEL, CA
AUM
$330.0M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$990K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WELTON INVESTMENT PARTNERS LLC
CRD
172452
SEC file #
801-80274
EIN
000000000
DBA names
—

Economics

AUM
$330.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$412.0M → $330.0M▼ -20%
Client mix
Pooled Investment Vehicles6
Investment Companies4

Operations

Employees (total)
18
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
7 advisors → 8 advisors▲ +14%
Primary office
CARMEL CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
welton.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WELTON INVESTMENT CORPORATION
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
WELTON INVESTMENT CORPORATION
CHALICE WELTON LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WELTON.COM
Rdap Domain Creation Date
1995-08-31T04:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002029101
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-07-16
Edgar Last Filing Date
2025-11-06
Edgar Form D Count
3
Edgar Form D Offerings
2025-11-062025-11-06 · 0000919574-25-006463
2024-11-072024-11-07 · 0000919574-24-006205

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
Morgan Stanley6
U.s. Bank4
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
EASTWOOD BUILDINGSAN CARLOS BETWEEN 5TH AND 6THCARMEL, CA 93921
Business
EASTWOOD BUILDINGSAN CARLOS BETWEEN 5TH AND 6THCARMEL, CA 93921
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-11-06 · 0000919574-25-006463
D/A2024-11-07 · 0000919574-24-006205
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-08-30T04:00:00Z
Rdap Domain Last Changed
2022-08-31T01:15:08Z
Rdap Nameservers
Jack.ns.cloudflare.comViolet.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (6)

6
BELL, ARTHUR, FREDERICK
Executive Officer · 2.5%
6041249
DETRAIT, GUILLAUME, PIERRE
Executive Officer · 2.5%
6041245
Merrell, Todd, Walker
Executive Officer · 2.5%
7091758
DONALD HARDING PUTNAM
Executive Officer · 2.5%
1065385
WELTON, ANNETTE, LEAH
Executive Officer · 2.5%
1884590
WELTON, PATRICK, LLOYD
Executive Officer · 2.5%
1884594