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Chief Compliance Officer · Welch Investment Group, LLC

Josh O. Welch

CRD 5769231 · Named on Form ADV at one SEC-registered adviser

At a glance

Welch Investment Group, LLC, an SEC-registered wealth manager based in Grants Pass, OR with $264 million in regulatory assets, lists Josh O. Welch on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Josh’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Josh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.