Timothy Mcgregor Welchons
Investment adviser representative at Ascent Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$1.5BFirm assets
15 yearsFirm in business
Are you Timothy Mcgregor Welchons? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Ascent Wealth Partners, LLCMay 2018 to now
- Bluefin Research Partners, Inc.Sep 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ascent Wealth Partners, LLC
$1.5BAssets managed
1,096Clients
12Advisers
15 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
- 5473106
- Firm CRD
- 158898