WELCH INVESTMENTS, LLC

CRD #111270 SEC #801-56718 BIRMINGHAM, AL 205-871-5805

SEC Registered

Total AUM

$224.4M

Discretionary

$224.4M

Employees

Clients

251

Accounts

951

Firm Details

Organization Type: Limited Liability Company
State of Formation: Alabama
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 29, 2017
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
GROSSMAN, DIANA, SUSAN	I	MANAGER	NA	Control
GROSSMAN, DIANA, SUSAN	I	MANAGER	NA	Control
GROSSMAN, DIANA, SUSAN	I	MANAGER	NA	Control
PEAY, JAMES, WOODARD	I	MEMBER	NA
PEAY, JAMES, WOODARD	I	MEMBER	NA
PEAY, JAMES, WOODARD	I	MEMBER	NA
SIMPSON, DIANA, SUSAN	I	MANAGER	NA	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
WELCH, STEWART, HENRY	I	MEMBER	E	Control
SIMPSON, DIANA, SUSAN	I	MEMBER	B	Control
SIMPSON, DIANA, SUSAN	I	MEMBER	B	Control
SIMPSON, DIANA, SUSAN	I	MEMBER	B	Control
SIMPSON, DIANA, SUSAN	I	MEMBER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
WEYANDT, CHARLES, GREGORY	I	CHIEF COMPLIANCE OFFICER	B	Control
LEE, SCOTT, WILLIAM	I	DIRECTOR OF INVESTMENT STRATEGY & RESEARCH	A	Control
LEE, SCOTT, WILLIAM	I	DIRECTOR OF INVESTMENT STRATEGY & RESEARCH	A	Control
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A
PEAY, JAMES, WOODARD	I	MEMBER	A

Registrations

Federal

Sep 29, 2017 REGISTERED

Notice Filings (7)

AL FL GA LA MS TN TX

Address

3940 MONTCLAIR RD
SUITE 501
BIRMINGHAM, AL 35213
United States

Phone: 205-871-5805