Welon, Llc
State-registered
Trust Company · Boutique (under $100M)
CRD 297322
· Montgomery, AL
· WWW.Welonpartners.com
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ADV data as of Aug 14, 2026
- Regulatory AUM
- $57.4M
- Discretionary
- $52.8M
- Clients
- 44
- Avg AUM / client
- $1.3M
- Accounts
- 85
- Employees
- 4
AUM over time
$57.4M
$57.4M
Mar 31, 2026
Aug 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 44 | $42.2M | 73.6% |
| High net worth individuals | Fewer than 5 clients | $7.8M | 13.6% |
| Corporations and other businesses | Fewer than 5 clients | $1.3M | 2.2% |
| Other | Fewer than 5 clients | $6.1M | 10.6% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert James Allan | Registered representative | CFP CFA | Apr 2019 (7y) | |
| John Elsberry Steiner | Registered representative | CFA | Jan 2020 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 14, 2026.
View current Form ADV (SEC/IAPD) ↗