WELTON INVESTMENT PARTNERS LLC
CRD #172452 SEC #801-80274 CARMEL, CA 831-626-5190
SEC Registered Private Funds
Total AUM
$387.9M
Discretionary
$387.9M
Employees
19
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $387.9M | $387.9M | $0 | 19 | 3 |
| Jan 2025 | $440.2M | $440.2M | $0 | 22 | 2 |
| Mar 2024 | $440.2M | $440.2M | $0 | 22 | 2 |
| Mar 2023 | $443.5M | $443.5M | $0 | 20 | 0 |
| Mar 2022 | $451.9M | $451.9M | $0 | 20 | 0 |
| Mar 2021 | $327.5M | $327.5M | $0 | 20 | 0 |
| Mar 2020 | $268.6M | $268.6M | $0 | 24 | 0 |
| May 2019 | $412M | $412M | $0 | 27 | 0 |
| Mar 2019 | $412M | $412M | $0 | 27 | 0 |
| Jun 2018 | $477.4M | $477.4M | $0 | 31 | 0 |
| Mar 2018 | $477.4M | $477.4M | $0 | 31 | 0 |
| May 2017 | $353.4M | $353.4M | $0 | 31 | 1 |
| Mar 2017 | $353.4M | $353.4M | $0 | 31 | 1 |
| Aug 2016 | $183.5M | $183.5M | $0 | 25 | 1 |
| Apr 2016 | $183.5M | $183.5M | $0 | 25 | 1 |
| Mar 2016 | $183.5M | $183.5M | $0 | 25 | 1 |
| Jul 2015 | $184.5M | $184.5M | $0 | 19 | 1 |
| Mar 2015 | $158.8M | $158.8M | $0 | 19 | 1 |
| Aug 2014 | $142.2M | $142.2M | $0 | 16 | 1 |
DateMar 2025
Total AUM$387.9M
Discretionary$387.9M
Non-Disc.$0
Employees19
Clients3
DateJan 2025
Total AUM$440.2M
Discretionary$440.2M
Non-Disc.$0
Employees22
Clients2
DateMar 2024
Total AUM$440.2M
Discretionary$440.2M
Non-Disc.$0
Employees22
Clients2
DateMar 2023
Total AUM$443.5M
Discretionary$443.5M
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$451.9M
Discretionary$451.9M
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$327.5M
Discretionary$327.5M
Non-Disc.$0
Employees20
Clients0
DateMar 2020
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees24
Clients0
DateMay 2019
Total AUM$412M
Discretionary$412M
Non-Disc.$0
Employees27
Clients0
DateMar 2019
Total AUM$412M
Discretionary$412M
Non-Disc.$0
Employees27
Clients0
DateJun 2018
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees31
Clients0
DateMar 2018
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees31
Clients0
DateMay 2017
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees31
Clients1
DateMar 2017
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees31
Clients1
DateAug 2016
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees25
Clients1
DateApr 2016
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees25
Clients1
DateMar 2016
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees25
Clients1
DateJul 2015
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees19
Clients1
DateMar 2015
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees19
Clients1
DateAug 2014
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees16
Clients1