WELTON FUND ADVISORS LLC
CRD #170777 SEC #801-79398 CARMEL, CA 8316265190
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DETRAIT, GUILLAUME, PIERRE | I | CHIEF OPERATING OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEW, JUSTIN, BROOKS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOWLIN, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELTON INVESTMENT CORPORATION | DE | SOLE MEMBER | E | Control |
| WELTON INVESTMENT CORPORATION | DE | SOLE MEMBER | E | Control |
| WELTON INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WELTON INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WELTON INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WELTON INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WELTON INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| WELTON INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, ANNETTE, LEAH | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| WELTON, PATRICK, LLOYD | I | THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | F | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | DE | WELTON INVESTMENT CORPORATION | E | Control |
| WELTON INVESTMENT CORPORATION | DE | WELTON INVESTMENT PARTNERS LLC | E | Control |
| WELTON INVESTMENT CORPORATION | DE | WELTON INVESTMENT PARTNERS LLC | E | Control |
| WELTON INVESTMENT CORPORATION | DE | WELTON INVESTMENT PARTNERS LLC | E | Control |
| WELTON INVESTMENT CORPORATION | DE | WELTON INVESTMENT PARTNERS LLC | E | Control |
| WELTON INVESTMENT CORPORATION | DE | WELTON INVESTMENT PARTNERS LLC | E | Control |
| WELTON INVESTMENT CORPORATION | DE | WELTON INVESTMENT PARTNERS LLC | E | Control |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Address
EASTWOOD BLDGSAN CARLOS BTWN 5/6
CARMEL, CA 93921-6147
United States
Phone: 8316265190