WELCH FINANCIAL PLANNING, LLC
CRD #329418 SEC #801-129411 BOULDER, CO 303-939-8766
SEC Registered
Total AUM
$145.6M
Discretionary
$145.6M
Employees
6
Clients
1
Accounts
464
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $145.6M | $145.6M | $0 | 6 | 0 |
| Aug 2025 | $145.6M | $145.6M | $0 | 6 | 0 |
| Mar 2025 | $145.6M | $145.6M | $0 | 6 | 0 |
| Nov 2024 | $123.9M | $123.9M | $0 | 6 | 0 |
| May 2024 | $123.9M | $123.9M | $0 | 6 | 0 |
DateNov 2025
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees6
Clients0