# Welon Partners

> Welon Partners is a state-registered investment advisory firm in Montgomery, AL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 297322
- Filed as: WELON PARTNERS
- Legal name: Welon, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montgomery, AL
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297322
- AdvisorCensus page: https://advisorcensus.com/firm/welon-partners-montgomery-al-297322

## Quick answers

**How is Welon Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Welon Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Welon Partners located?**
Welon Partners' principal office is in Montgomery, AL, according to its Form ADV.

**Is Welon Partners registered with the SEC or a state?**
Welon Partners is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 297322.

**How much does Welon Partners manage?**
Welon Partners reports $57,390,881 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (92% discretionary).

**What types of clients does Welon Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44).

**Does Welon Partners 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/297322

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $57,390,881
- Discretionary: $52,795,252
- Non-discretionary: $4,595,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $42,218,225 |
| High net worth individuals | Fewer than 5 | $7,804,617 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,262,170 |
| Other | Fewer than 5 | $6,105,869 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- welonpartners.com
- Instagram @welonpartners
- LinkedIn @WelonPartners
- X @WELONPARTNERS
- YouTube @UCVEN1_7SI3HRIYOCH_YVYBQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welon Partners (CRD 297322): Form ADV filing data as of October 2026.