RIA Intelligence

WELTON INVESTMENT CORPORATION

CRD #162707 SEC #801-74664 CARMEL, CA 831-626-5190
SEC Registered Private Funds
Total AUM
$195.9M
Discretionary
$195.9M
Employees
18
Clients
--
Accounts
3

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BELL, ARTHUR, FREDERICKIDIRECTORNA Control
BELL, ARTHUR, FREDERICKIDIRECTORNA Control
BELL, ARTHUR, FREDERICKIDIRECTORNA Control
BELL, ARTHUR, FREDERICKIDIRECTORNA Control
BELL, ARTHUR, FREDERICKIDIRECTORNA Control
DETRAIT, GUILLAUME, PIERREICHIEF OPERATING OFFICERNA Control
DETRAIT, GUILLAUME, PIERREICHIEF OPERATING OFFICERNA Control
DETRAIT, GUILLAUME, PIERREICHIEF OPERATING OFFICERNA Control
DETRAIT, GUILLAUME, PIERREICHIEF OPERATING OFFICERNA Control
DETRAIT, GUILLAUME, PIERREICHIEF OPERATING OFFICERNA Control
NOWLIN, DAVID, SCOTTICHIEF COMPLIANCE OFFICERNA Control
NOWLIN, DAVID, SCOTTICHIEF COMPLIANCE OFFICERNA Control
NOWLIN, DAVID, SCOTTICHIEF COMPLIANCE OFFICERNA Control
NOWLIN, DAVID, SCOTTICHIEF COMPLIANCE OFFICERNA Control
NOWLIN, DAVID, SCOTTICHIEF COMPLIANCE OFFICERNA Control
WELTON, ANNETTEIBOARD CHAIRNA Control
WELTON, ANNETTE, LEAHIBOARD CHAIRNA Control
WELTON, ANNETTE, LEAHIBOARD CHAIRNA Control
WELTON, ANNETTE, LEAHIBOARD CHAIRNA Control
WELTON, ANNETTE, LEAHIBOARD CHAIRNA Control
WELTON, PATRICKICHIEF EXECUTIVE OFFICERNA Control
WELTON, PATRICK, LLOYDICHIEF EXECUTIVE OFFICERNA Control
WELTON, PATRICK, LLOYDICHIEF EXECUTIVE OFFICERNA Control
WELTON, PATRICK, LLOYDICHIEF EXECUTIVE OFFICERNA Control
WELTON, PATRICK, LLOYDICHIEF EXECUTIVE OFFICERNA Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DESOLE SHAREHOLDERE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DESOLE SHAREHOLDERE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DESOLE SHAREHOLDERE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DESOLE SHAREHOLDERE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DESOLE SHAREHOLDERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WELTON, ANNETTEITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, ANNETTE, LEAHITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, ANNETTE, LEAHITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, ANNETTE, LEAHITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, ANNETTE, LEAHITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, PATRICKITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, PATRICK, LLOYDITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, PATRICK, LLOYDITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, PATRICK, LLOYDITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
WELTON, PATRICK, LLOYDITHE WELTON FAMILY TRUST DATED JANUARY 28, 1992F Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DEWELTON INVESTMENT CORPORATIONE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DEWELTON INVESTMENT CORPORATIONE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DEWELTON INVESTMENT CORPORATIONE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DEWELTON INVESTMENT CORPORATIONE Control
THE WELTON FAMILY TRUST DATED JANUARY 28, 1992DEWELTON INVESTMENT CORPORATIONE Control

Registrations

Federal

IA
Mar 25, 2013 REGISTERED

Address

EASTWOOD BUILDING
SAN CARLOS BETWEEN 5TH AND 6TH
CARMEL, CA 93921-6147
United States
Phone: 831-626-5190