{ "crd_number": 334534, "slug": "welara-new-york-ny-334534", "primary_business_name": "WELARA", "legal_name": "WELARA ASSET MANAGEMENT LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-09-29", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-08-28", "carried_forward": false, "raum_total": 83747489.0, "raum_discretionary": 58003173.0, "raum_non_discretionary": 25744316.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 13, "advisory_employees": 6, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "high_net_worth_individuals": { "raum": 40255490.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 43491999.0, "count": 8 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://crunchbase.com/organization/welara", "https://instagram.com/welaraworld", "https://linkedin.com/company/welara", "https://medium.com/@WelaraWorld", "https://pitchbook.com/profiles/person/377228-89P", "https://reddit.com/user/WelaraWorld", "https://substack.com/welaraworld", "https://tiktok.com/@welaraworld", "https://twitter.com/welaraworld", "https://welara.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334534", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/welara-new-york-ny-334534", "display_name": "Welara", "summary": "Welara is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.", "citation": "AdvisorCensus. Welara (CRD 334534): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Welara compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Welara reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees." }, { "q": "How much does Welara charge?", "a": "Its Form ADV Part 2A brochure dated August 28, 2026 states: Hourly rate: $1,000 an hour (Legacy Portfolio Management Advisory and In-Bound Investment…). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Welara located?", "a": "Welara's principal office is in New York, NY, according to its Form ADV." }, { "q": "Is Welara registered with the SEC or a state?", "a": "Welara is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334534." }, { "q": "How much does Welara manage?", "a": "Welara reports $83,747,489 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (69% discretionary)." }, { "q": "What types of clients does Welara serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)." }, { "q": "Does Welara report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334534" }, { "q": "Does Welara state an account minimum?", "a": "Its Form ADV Part 2A brochure dated August 28, 2026 says: \"Generally, Welara requires a minimum dollar value of $100 million to establish a Client relationship.\"" }, { "q": "What changed in Welara's recent Form ADV filings?", "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 3 to 6.", "Regulatory assets under management went from $34,130,358 to $83,747,489 (+145%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated August 28, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$100,000,000", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [ "Hourly rate: $1,000 an hour (Legacy Portfolio Management Advisory and In-Bound Investment…)" ], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $100,000,000" ], "quotes": [ "Generally, Welara requires a minimum dollar value of $100 million to establish a Client relationship." ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $1,000 an hour (Legacy Portfolio Management Advisory and In-Bound Investment…)" ], "quotes": [ "Hourly engagements are billed at a rate of up to $1,000.00 per hour." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 100000000.0, "minimum_annual_fee": null, "planning": [ { "kind": "hourly", "amount": 1000.0, "min": null, "max": null, "period": "hour", "service": "Legacy Portfolio Management Advisory and In-Bound Investment Advisory services" } ] }, "quotes": [ "Generally, Welara requires a minimum dollar value of $100 million to establish a Client relationship.", "Hourly engagements are billed at a rate of up to $1,000.00 per hour." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/welara-new-york-ny-334534.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": 40255490.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 43491999.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334534", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }