Welsh Money Management, LLC is a related adviser based in Carlsbad. It manages $8 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.
Welsh Money Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Welsh Money Management, LLC is $8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Welsh Money Management, LLC for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Welsh Money Management, LLC performs its advisory services is located at 3578 Camino Arena, Carlsbad, CA 92009 9507, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 760-436-3574 or by fax 760-436-6574. The normal business hours are 7:00a.m.-4:00p.m. on Monday - Friday.