Welara

Overview

Welara is a limited liability company that operates as an SEC-registered institutional registered investment adviser. The firm reports an institutional client focus while also providing portfolio management for individuals/small businesses and for pooled investment vehicles. Welara does not characterize itself as a capital allocator; instead it uses third-party managers and standard advisory arrangements to implement client strategies. The firm reports active ESG investing practices and is not registered as a multi-state adviser. Welara employs a flexible fee model that includes percentage-of-AUM charges alongside hourly fees, fixed fees and performance-based compensation. Its business activity centers on discretionary and non-discretionary portfolio management rather than pension consulting or related-adviser services.

Assets & Accounts

Investments & Alternatives