Welara
Firm details
- Headquarters
- ,
- CRD number
- 334534
- Registered since
- September 29, 2025
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles51.93%
- HNWI48.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Welara is a limited liability company operating as an institutional registered investment adviser. The firm reports an institutional client focus while also listing portfolio management for individuals and small businesses among its advisory activities. It identifies as an active ESG investor and is not structured as a capital allocator. Fee arrangements are flexible: Welara can charge a percentage of assets under management, hourly fees, fixed fees, and performance-based fees. The firm is owned by a combination of a domestic entity and an individual and is not a multi-state adviser, a related adviser, or a pension consultant. Its SEC registration year is listed as 2025.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other67%
- Non-Exchange Traded Equities22%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Colette Young
Founder & Chief Executive OfficerCRD 6486637
Contacts
2 of 2Ryan McLaughlin
CRD 8052835
Jorge Velasquez Franco
CRD 8052830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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