WELSPIRE LLC

RIASEC Registered

Total AUM

$26.5M

Discretionary

$22.6M

85% of AUM

Avg account

$414K

Accounts

Employees

Advisory reps

Firm details

Headquarters: UPPER ARLINGTON, Ohio
CRD number: 176518
Website: www.welspire.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI97.05%
Individuals2.95%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Welspire LLC is a small, independent registered investment adviser focused on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and operates as an owner-run limited liability company. Welspire is not positioned as a capital allocator or multi-state adviser and is not an active ESG investor. Investment activity centers on equity-oriented strategies, with a stated preference for exchange-traded equities. Service delivery appears tailored and direct: with only 14 clients and 64 accounts, the firm manages concentrated relationships, emphasizing customized portfolio management and planning rather than institutional-scale product distribution.