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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••• D•••• W••••
- Title
- Principal, CFP®, CPA, MBA, AIF®reportedwelchfp.comfirm site, Sep 16, 2026
- Designations
- CFP, MBA, AIF, CPAreportedwelchfp.comas printed on the bio page, Sep 16, 2026
- Founder
- “Welch is the Founder and Principal of W•••• F•••••••• P•••••••• L••.”reportedwelchfp.comthe sentence on the bio page
- Partner or owner
- “Welch is the Founder and Principal of W•••• F•••••••• P•••••••• L••.”reportedwelchfp.comthe sentence on the bio page
- Years, as the firm states
- 20reportedwelchfp.com“As a Certified Financial Planner® and Accredited Investment Fiduciary®, he brings over 20 years of experience helping individuals and families make confident financial decisions.”
- Boards named
- Longmont Veterans Community Projectreportedwelchfp.comphrases on the bio page
- Professional profile
- welchfp.com/welch-tronreportedwelchfp.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W•••• F•••••••• P•••••••• L•• independent RIA currentsince Feb 29, 2024 · Boulder, Co
- W••••••••• P••••••• independent RIAJan 30, 2020 to Mar 1, 2024 · Boulder, Co
- W••••••••• P••••••• formerJul 1, 2019 to Jul 10, 2020 · Boulder, Co
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedOct 12, 2007 to Jul 10, 2019 · Boulder, Co
- V•••• F•••••••• A•••••••• I••• BD affiliatedApr 23, 2004 to Oct 18, 2007 · Lakewood, Co
- A••••••••• F•••••••• S•••••••• L•• national BDJan 11, 2002 to May 17, 2004 · Denver, Co
- W••••••••• P••••••• to W•••• F•••••••• P•••••••• L••left Mar 1, 2024, registered Feb 29, 2024 (-1 days) · RIA to a newly registered adviser
- W••••••••• P••••••• to W••••••••• P•••••••left Jul 10, 2020, registered Jan 30, 2020 (-162 days) · corporate re-registration, not a move
- C•••••••• I••••••••• R••••••• A•••••••• I••• to W••••••••• P•••••••left Jul 10, 2019, registered Jul 1, 2019 (-9 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- V•••• F•••••••• A•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Oct 18, 2007, registered Oct 12, 2007 (-6 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to V•••• F•••••••• A•••••••• I•••left May 17, 2004, registered Apr 23, 2004 (-24 days) · Other
- T••• D•••• W•••• left W••••••••• P••••••• for W•••• F•••••••• P•••••••• L•• (registered 2024-02-29)Mar 1, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address