WELCY CAPITAL ADVISORS LLC
CRD #154782 SEC #801-130588 MIAMI, FL 786.353.0036
SEC Registered Private Funds Disclosures
Total AUM
$183.6M
Discretionary
$167.9M
Employees
10
Clients
--
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $183.6M | $167.9M | $15.7M | 10 | 0 |
| Mar 2025 | $171.4M | $122.6M | $48.8M | 10 | 0 |
| Jul 2024 | $150.6M | $111.2M | $39.4M | 10 | 0 |
| May 2024 | $150.6M | $111.2M | $39.4M | 10 | 0 |
| Jul 2012 | $31.3M | $0 | $31.3M | 1 | 1 |
| May 2012 | $31.3M | $0 | $31.3M | 1 | 1 |
| Mar 2012 | $31.3M | $0 | $31.3M | 1 | 1 |
| Mar 2012 | $31.3M | $0 | $31.3M | 1 | 1 |
| Apr 2011 | $130M | $0 | $130M | 5 | -- |
| Mar 2011 | $130M | $0 | $130M | 5 | -- |
| Feb 2011 | $130M | $0 | $130M | 5 | -- |
DateOct 2025
Total AUM$183.6M
Discretionary$167.9M
Non-Disc.$15.7M
Employees10
Clients0
DateMar 2025
Total AUM$171.4M
Discretionary$122.6M
Non-Disc.$48.8M
Employees10
Clients0
DateJul 2024
Total AUM$150.6M
Discretionary$111.2M
Non-Disc.$39.4M
Employees10
Clients0
DateMay 2024
Total AUM$150.6M
Discretionary$111.2M
Non-Disc.$39.4M
Employees10
Clients0
DateJul 2012
Total AUM$31.3M
Discretionary$0
Non-Disc.$31.3M
Employees1
Clients1
DateMay 2012
Total AUM$31.3M
Discretionary$0
Non-Disc.$31.3M
Employees1
Clients1
DateMar 2012
Total AUM$31.3M
Discretionary$0
Non-Disc.$31.3M
Employees1
Clients1
DateMar 2012
Total AUM$31.3M
Discretionary$0
Non-Disc.$31.3M
Employees1
Clients1
DateApr 2011
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients--
DateMar 2011
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients--
DateFeb 2011
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients--