# Welspire LLC

> Welspire LLC is a state-registered investment advisory firm in Upper Arlington, OH, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 176518
- Filed as: WELSPIRE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Upper Arlington, OH
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/176518
- AdvisorCensus page: https://advisorcensus.com/firm/welspire-llc-upper-arlington-oh-176518

## Quick answers

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

**Where is Welspire LLC located?**
Welspire LLC's principal office is in Upper Arlington, OH, according to its Form ADV.

**Is Welspire LLC registered with the SEC or a state?**
Welspire LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 176518.

**How much does Welspire LLC manage?**
Welspire LLC reports $26,475,610 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (85% discretionary).

**What types of clients does Welspire LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (5).

**Does Welspire 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/176518

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $26,475,610
- Discretionary: $22,599,981
- Non-discretionary: $3,875,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $782,188 |
| High net worth individuals | 9 | $25,693,422 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- welspire.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welspire LLC (CRD 176518): Form ADV filing data as of October 2026.