# Welcome Home Wealth Advisors LLC

> Welcome Home Wealth Advisors LLC is a state-registered investment advisory firm in North Chesterfield, VA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 326027
- Filed as: WELCOME HOME WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Chesterfield, VA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326027
- AdvisorCensus page: https://advisorcensus.com/firm/welcome-home-wealth-advisors-llc-north-chesterfield-va-326027

## Quick answers

**How is Welcome Home Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Welcome Home Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Welcome Home Wealth Advisors LLC located?**
Welcome Home Wealth Advisors LLC's principal office is in North Chesterfield, VA, according to its Form ADV.

**Is Welcome Home Wealth Advisors LLC registered with the SEC or a state?**
Welcome Home Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326027.

**How much does Welcome Home Wealth Advisors LLC manage?**
Welcome Home Wealth Advisors LLC reports $50,683,350 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Welcome Home Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (25).

**Does Welcome Home Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326027

**What changed in Welcome Home Wealth Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $50,683,350
- Discretionary: $50,683,350
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 234 | $31,391,701 |
| High net worth individuals | 25 | $19,291,649 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [welcomehomefp.com](https://welcomehomefp.com)

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welcome Home Wealth Advisors LLC (CRD 326027): Form ADV filing data as of October 2026.