Karl Gert Wellner
Investment adviser representative at Papamarkou Wellner Perkin Advisors
23 yearsExperience
2 statesRegistered in
$357.5MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Papamarkou Wellner & Co., Inc.Mar 2014 to now
- Papamarkou Wellner Perkin AdvisorsMay 2005 to now
- Papamarkou Wellner Asset Management Inc.Mar 2003 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Papamarkou Wellner Perkin Advisors
Legal name: Papamarkou Wellner Asset Management, Inc.
$357.5MAssets managed
109Clients
8Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4640763
- Firm CRD
- 131796