Welton Investment Partners LLC

Welton Investment Partners LLC, a DE Limited Liability Company, has 27 employees, including 7 in advisory roles. While it is unclear how many clients it serves, the firm's SEC status is listed as Approved with a registration date of Jul 31, 2014.

• ANNETTE LEAH WELTON

  BOARD CHAIR owns less than 5%

• ARTHUR FREDERICK BELL

  DIRECTOR owns less than 5%

• BASIL CONSTANTINE WILLIAMS

  PRESIDENT owns less than 5%

• CHALICE WELTON LLC

  MEMBER owns more than 10% but less than 25%

• DAVID SCOTT NOWLIN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DONALD HARDING PUTNAM

  DIRECTOR owns less than 5%

• GUILLAUME PIERRE DETRAIT

  CHIEF OPERATING OFFICER owns less than 5%

• KNIGHTS OF COLUMBUS

  MEMBER owns more than 5% but less than 10%

• PATRICK LLOYD WELTON

  CHIEF EXECUTIVE OFFICER owns less than 5%

• TODD WALKER MERRELL

  CHIEF FINANCIAL OFFICER owns less than 5%

• WELTON INVESTMENT CORPORATION

  MANAGING MEMBER owns more than 50% but less than 75%

• ANNETTE LEAH WELTON

  TRUSTEE

• DONALD HARDING PUTNAM

  MANAGING PARTNER

• GRAIL PARTNERS LLC

  GENERAL PARTNER

• PATRICK LLOYD WELTON

  TRUSTEE

• THE CHALICE FUND L.P.

  MANAGING MEMBER

• THE WELTON FAMILY TRUST DATED JANUARY 28, 1992

  SOLE SHAREHOLDER owns 75% or more

• GOLDMAN SACHS & CO. LLC
  United States
• MORGAN STANLEY & CO. LLC
  United States
• SG AMERICAS SECURITIES, LLC
  United States
• UBS AG
  United States
• UBS SECURITIES LLC
  United States

• Carmel Capital Management LLC
• Neumeier POMA Investment Counsel LLC
• Triangle Peak Partners LP
• Praetorian Wealth Management Inc