Welton Investment Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, CA. Its latest Form ADV filing, dated March 30, 2026, reports $330M in regulatory assets under management, 18 employees, 1 office, and 7 accounts.
Assets Under Management
$330M
Employees
18
Offices
1 office
Total Clients
10
Primary office
CARMEL, CA
EASTWOOD BUILDING, SAN CARLOS BETWEEN 5TH AND 6TH, CARMEL, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 60.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
60.0%
6
2
Investment Cos.
40.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$330Mas of March 30, 2026
Discretionary100.0%
$330M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$330M
Total Accounts7
10Y AUM Change$-23M (-6.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee1:1
10Y Employee Change-13 (-41.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.