Welch Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated February 25, 2026, reports $198M in regulatory assets under management, 6 employees, and 514 accounts.
Assets Under Management
$198M
Employees
6
Offices
--
Total Clients
157
Primary office
BOULDER, CO
1790 38TH ST, STE. 205, BOULDER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
103
2
HNWI
34.4%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$198Mas of February 25, 2026
Discretionary100.0%
$198M
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$198M
Total Accounts514
10Y AUM Change+$198M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee26:1
10Y Employee Change+5 (+500.0%)
* 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.