Molly Grimes Welch
Investment adviser representative at Grimes & Company
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$6.3BFirm assets
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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
10 years in the industry.
- Grimes & Company, Inc.Aug 2021 to now
- AthenahealthJul 2016 to Jun 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Grimes & Company
Legal name: Grimes & Company Wealth Management, LLC
$6.3BAssets managed
3,764Clients
38Advisers
26 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
- 7414186
- Firm CRD
- 109420