WELTY CAPITAL MANAGEMENT LLC
CRD #110571 SEC #801-40722 LAFAYETTE, CA 925-283-4960
SEC Registered
Total AUM
$35.6M
Discretionary
$35.6M
Employees
1
Clients
0
Accounts
110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $35.6M | $35.6M | $0 | 1 | 26 |
| May 2012 | $35.6M | $35.6M | $0 | 1 | 26 |
| Mar 2012 | $35.6M | $35.6M | $0 | 1 | 26 |
| Mar 2011 | $36.1M | $36.1M | $0 | 5 | -- |
| Mar 2007 | $35.6M | $35.6M | $0 | 5 | -- |
| Mar 2006 | $39.6M | $39.6M | $0 | 5 | -- |
| Sep 2005 | $40.5M | $40.5M | $0 | 5 | -- |
| Nov 2003 | $28.4M | $28.4M | $0 | 5 | -- |
| Mar 2002 | $41.5M | $41.5M | $0 | 5 | -- |
| Jun 2001 | $48.4M | $48.4M | $0 | 5 | -- |
DateJun 2012
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--