RIA Intel›Advisers›Ohio›WELSPIRE LLC

WELSPIRE LLC

Advisory

UPPER ARLINGTON, OH

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$414K

across 64 accounts

AUM per adviser

$26M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$26M

Discretionary %

85.4%

Clients

14

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$26M

Discretionary AUM$23M

Non-Discretionary AUM$4M

Discretionary %85.4%

Total Clients14

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

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

BUCKEYE ADVISORS,LLC

LORAIN, OH

$26M

-2.0% 1Y

DENNIS CAPITAL MANAGEMENT, L.L.C.

CINCINNATI, OH

$26M

-7.4% 1Y

BOUTIQUE WEALTH ADVISORS LLC

$26M

WORLD CHOICE SECURITIES, INC.

COLUMBUS, OH

$27M

LANDERNORTH ASSET MANAGEMENT, LLC

BEACHWOOD, OH

$26M

PRESTIGE WEALTH MANAGEMENT LLC

STRONGSVILLE, OH

$26M

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