SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Welara
New York, NY
Welara Asset Management LLC, CRD 334534
Firm filing updated August 28, 2026 ·
- $83.7MAssets
- 6Advisory staff
- 12Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Pooled vehicles8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $40.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $43.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$83.7 million
- Accounts12
- Discretionary$58.0 million · 9 accounts
- Non-discretionary$25.7 million · 3 accounts
People
- Employees13
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Welara Asset Management LLC SEC-registered investment advisor. CRD 334534, SEC file 801-133829.
- Registered with the SEC as an investment advisor (status date on record: September 29, 2025).
Is Welara a fiduciary?
Short answer: Welara is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.