RIA IntelAdvisersVirginiaWELCOME HOME WEALTH ADVISORS LLC

WELCOME HOME WEALTH ADVISORS LLC

Advisory

NORTH CHESTERFIELD, VA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in VA
#566
of 588 advisers by AUM
Average account
$163K
across 311 accounts
AUM per adviser
$25M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$51M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients259
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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