WELON PARTNERS

Overview

Welon Partners is an independent registered investment adviser organized as a limited liability company that focuses on individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it also operates as a trust company offering fiduciary services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Welon Partners does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices