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Welty/Solari Capital Advisors LLC (Lafayette)


Welty/Solari Capital Advisors LLC is a large advisory firm based in Lafayette. It manages $26 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Colorado.

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Welty/Solari Capital Advisors provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Welty/Solari Capital Advisors: assets under management

The assets under management (AUM) of Welty/Solari Capital Advisors LLC is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Welty/Solari Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Welty/Solari Capital Advisors LLC performs its advisory services is located at 3650 Mt. Diablo Boulevard, Lafayette, CA 94549 3768, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-283-4960 or by fax 925-283-4964. The normal business hours are 8am - 5pm pacific on Monday - Friday. You can find more information about the New York firm at www.weltysolari.com.


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