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Managing Member, CCO · Welch Financial Planning, LLC

Tron D. Welch

CRD 4485276 · Named on Form ADV at one SEC-registered adviser

At a glance

Welch Financial Planning, LLC, an SEC-registered wealth manager based in Boulder, CO with $198 million in regulatory assets, lists Tron D. Welch on its Form ADV as Managing Member, CCO, a control person.

Firms and roles

AtlasMembers

Tron’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.

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