# Welara

> 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.

- CRD: 334534
- Filed as: WELARA
- Legal name: Welara Asset Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334534
- AdvisorCensus page: https://advisorcensus.com/firm/welara-new-york-ny-334534

## Quick answers

**How is Welara compensated?**
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.

**How much does Welara charge?**
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.

**Where is Welara located?**
Welara's principal office is in New York, NY, according to its Form ADV.

**Is Welara registered with the SEC or a state?**
Welara is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334534.

**How much does Welara manage?**
Welara reports $83,747,489 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (69% discretionary).

**What types of clients does Welara serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Welara report any disciplinary disclosures?**
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

**Does Welara state an account minimum?**
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."

**What changed in Welara's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: $100,000,000

> Generally, Welara requires a minimum dollar value of $100 million to establish a Client relationship.

- Hourly rate: $1,000 an hour (Legacy Portfolio Management Advisory and In-Bound Investment…)

> Hourly engagements are billed at a rate of up to $1,000.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $83,747,489
- Discretionary: $58,003,173
- Non-discretionary: $25,744,316

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $40,255,490 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $43,491,999 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crunchbase.com/organization/welara
- medium.com/@WelaraWorld
- pitchbook.com/profiles/person/377228-89P
- reddit.com/user/WelaraWorld
- substack.com/welaraworld
- welara.com
- Instagram @welaraworld
- LinkedIn @welara
- TikTok @welaraworld
- X @welaraworld

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welara (CRD 334534): Form ADV filing data as of October 2026.