DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Janet Maria Welcher
Certified Financial Planner
Feed of 09/14/2026
Also filed as Janet M Macrae
At current firm
11 y
since Mar 12, 2015
In the industry
25 y
since Jan 24, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fulcrum Capital, LLC independent RIA currentsince Mar 12, 2015 · Seattle, Wa
- Badgley Phelps Wealth Managers formerSep 14, 2012 to Mar 4, 2015 · Seattle, Wa
- Paragon Investment Management Inc formerJan 24, 2001 to Aug 10, 2012 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Badgley Phelps Wealth Managers to Fulcrum Capital, LLCleft Mar 4, 2015, registered Mar 12, 2015 (8 days) · Other
- Paragon Investment Management Inc to Badgley Phelps Wealth Managersleft Aug 10, 2012, registered Sep 14, 2012 (35 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address