Josh Owen Welch
Investment adviser representative at Welch Investment Group, LLC
16 yearsExperience
3 statesRegistered in
$263.8MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Welch Investment Group, LLCApr 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, TX).
Welch Investment Group, LLC
$263.8MAssets managed
405Clients
3Advisers
8 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
- 5769231
- Firm CRD
- 131006