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Building 2WELTON INVESTMENT PARTNERS LLC

Map pinCARMEL, CA
Phone831-626-5190
NotebookSEC #801-80274
Total AUM
$330M
Employees
18
Clients
10

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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