WELCH INVESTMENT GROUP, LLC
CRD #131006 SEC #801-111891 GRANTS PASS, OR 541-474-6616
SEC Registered
Total AUM
$238.5M
Discretionary
$238.5M
Employees
3
Clients
251
Accounts
908
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $238.5M | $238.5M | $0 | 3 | 0 |
| Mar 2024 | $212.7M | $212.7M | $0 | 3 | 0 |
| Dec 2023 | $186.4M | $186.4M | $0 | 4 | 0 |
| Apr 2023 | $186.4M | $186.4M | $0 | 4 | 0 |
| Apr 2023 | $186.4M | $186.4M | $0 | 4 | 0 |
| Mar 2022 | $208.8M | $208.8M | $0 | 4 | 0 |
| Jul 2021 | $180M | $180M | $0 | 4 | 0 |
| Mar 2021 | $180M | $180M | $0 | 4 | 0 |
| Jun 2020 | $157.1M | $157.1M | $0 | 4 | 0 |
| Apr 2020 | $157.1M | $157.1M | $0 | 4 | 0 |
| Jun 2019 | $123.7M | $123.7M | $0 | 4 | 0 |
| Jun 2019 | $123.7M | $123.7M | $0 | 4 | 0 |
| May 2019 | $123.7M | $123.7M | $0 | 4 | 0 |
| May 2019 | $123.7M | $123.7M | $0 | 4 | 0 |
| Mar 2019 | $123.7M | $123.7M | $0 | 4 | 0 |
| Mar 2018 | $128.6M | $128.6M | $0 | 3 | 0 |
| Sep 2017 | $122.8M | $122.8M | $0 | 4 | 400 |
| May 2012 | $66M | $66M | $0 | 1 | 300 |
| Mar 2012 | $66M | $66M | $0 | 1 | 300 |
| Mar 2012 | $66M | $66M | $0 | 1 | 300 |
| Nov 2011 | $65.3M | $64.6M | $649.7K | 1 | 251 |
| Mar 2011 | $65.3M | $64.6M | $649.7K | 5 | -- |
| Mar 2010 | $58M | $57.7M | $325K | 5 | -- |
| Mar 2007 | $53M | $48.2M | $4.8M | 5 | -- |
| Jan 2006 | $47.1M | $41.9M | $5.2M | 5 | -- |
| Oct 2005 | $39.6M | $39.6M | $0 | 5 | -- |
| Sep 2005 | $39.6M | $39.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees4
Clients400
DateMay 2012
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees1
Clients300
DateNov 2011
Total AUM$65.3M
Discretionary$64.6M
Non-Disc.$649.7K
Employees1
Clients251
DateMar 2011
Total AUM$65.3M
Discretionary$64.6M
Non-Disc.$649.7K
Employees5
Clients--
DateMar 2010
Total AUM$58M
Discretionary$57.7M
Non-Disc.$325K
Employees5
Clients--
DateMar 2007
Total AUM$53M
Discretionary$48.2M
Non-Disc.$4.8M
Employees5
Clients--
DateJan 2006
Total AUM$47.1M
Discretionary$41.9M
Non-Disc.$5.2M
Employees5
Clients--
DateOct 2005
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--