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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| WELCH, TRON, DAVID | I | PRINCIPAL/CCO | E | Control |
| WELCH, TRON, DAVID | I | SOLE OWNER/CCO | E | Control |
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| WELCH, TRON, DAVID | I | MANAGING MEMBER, CCO | E | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (3)
CO FL LA
Address
1790 38TH STSTE. 205
BOULDER, CO 80301-2600
United States
Phone: 303-939-8766