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| Welch Investment Group LLC
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|---|---|
| CRD # | 131006 |
| SEC # | 801-111891 |
| CIK # | 0001443095, 0001697444 |
| AUM | $263.8 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 541-474-6616 |
| Address | 313 NW A Street Grants Pass, OR 97526 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| FPL Group Inc | 0.1 | ||
| Lockheed Martin Corp | 0.1 | ||
| Southern Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 91.0 |
| (b) Individuals (high net worth individuals) | 66 | 157.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 10.1 |
| (h) Charitable organizations | 6 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 263.8 |
| By Discretionary | ||
| Discretionary | 973 | 263.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 973 | 263.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.8 | |
| Total | 973 | 263.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001443095] | |
| 13F-HR | [0001697444] |
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|---|---|---|
|
Nestegg Advisors Inc
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|
NY | 0.3 |
|
DAUS Financial Services LLC
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|
MI | 0.3 |
|
Prosperity Wealth Planning LLC
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CA | 0.3 |
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Myecfo LLC
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0.3 | |
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Newport Wealth Advisors Inc
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CA | 0.3 |
|
Sage Stone Wealth Management LLC
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CA | 0.3 |
|
OUR Wealth Guides Inc
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CA | 0.3 |
|
Clarity Asset Management Inc
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IA | 0.3 |
|
Center for Asset Management LLC
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FL | 0.3 |
|
Entelechy LLC
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0.3 |